Shannon Paul Simon
Investment adviser representative at Db & C Advisors, LLC
8 yearsExperience
2 statesRegistered in
$252.2MFirm assets
7 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
8 years in the industry.
- Db & C Advisors, LLCOct 2018 to now
- Private Client ServicesJun 2022 to Jul 2024
- LPL Financial, LLCOct 2018 to Jun 2022
- Securities America AdvisorsMay 2016 to Oct 2018
- Securities America Inc.May 2016 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
Db & C Advisors, LLC
$252.2MAssets managed
329Clients
10Advisers
7 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
- 5621092
- Firm CRD
- 155645