Shannon Dale Ware
Investment adviser representative at Acorn Financial Advisory Services, Inc.
16 yearsExperience
1 stateRegistered in
$1.4BFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Great Point Capital, LLCDec 2021 to now
- Acorn Financial Advisory Services, Inc.Jun 2018 to now
- The Strategic Financial AllianceJun 2018 to Dec 2021
- Triad AdvisorsSep 2010 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (VA).
Acorn Financial Advisory Services, Inc.
$1.4BAssets managed
2,619Clients
18Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4691302
- Firm CRD
- 116763