Shannon Vendrell Reed
Investment adviser representative at M Holdings Securities, Inc.
10 yearsExperience
1 stateRegistered in
$3.2BFirm assets
26 yearsFirm in business
Are you Shannon Vendrell Reed? 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
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- M Holdings Securities, Inc.Oct 2023 to now
- UnemployedJun 2023 to Oct 2023
- Fidelity InvestmentsJul 2022 to Jun 2023
- Gold Standard MortgageJun 2021 to Jun 2022
- Changing Lanes Credit and Financial ServicesDec 2019 to Jun 2022
- Drivers Select/ Echo ParkJul 2017 to Apr 2020
- GiecoNov 2016 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
M Holdings Securities, Inc.
$3.2BAssets managed
4,513Clients
172Advisers
26 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
- 7606766
- Firm CRD
- 43285