Shannon Elizabeth Hughes
Investment adviser representative at Kestra Advisory Services, LLC
12 yearsExperience
1 stateRegistered in
$79.8BFirm assets
27 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Kestra Advisory Services, LLCNov 2022 to now
- Kestra Investment Services LLCNov 2022 to now
- ShiptAug 2021 to now
- Kestra Advisory Services, LLC.Oct 2021 to Oct 2022
- Kestra Investment Services, LLC.Sep 2021 to Oct 2022
- The AvenueJul 2020 to May 2021
- M At MiranovaMay 2019 to Mar 2020
- US Brokerage Inc (central Ohio Financial Consultants)Mar 2019 to Aug 2021
- The Paddle ShackJun 2018 to Aug 2021
- Crow's NestMay 2017 to Aug 2017
- The Ohio State UniversityAug 2015 to Dec 2018
- FtmcDec 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (TN).
Kestra Advisory Services, LLC
$79.8BAssets managed
117,403Clients
1,473Advisers
27 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
- 7111907
- Firm CRD
- 283330