William Riley Shannon
Investment adviser representative at Patton Albertson Miller Group, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.7BFirm assets
Are you William Riley Shannon? Claim your profile
Contact this firm
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
Experience
13 years in the industry.
- Patton Albertson Miller Group, LLCJan 2020 to now
- Patton Albertson Miller Group LLCMar 2019 to Dec 2019
- Three Blind Mice RestaurantJun 2013 to Mar 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (GA).
Patton Albertson Miller Group, LLC
$1.7BAssets managed
627Clients
18Advisers
10 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
- 7332021
- Firm CRD
- 281558