Advisor at Valley Wealth Managers, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Valley Wealth Managers, Inc.
Location
St. Petersburg, FL 33704
Credentials
Series 63, Series 66
Industry experience
27 years
Shannon Littlejohn is a financial advisor at Valley Wealth Managers, Inc. with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including LPL Financial LLC and SunTrust Advisory Services. Outside of her advisory role, she is a licensed real estate associate with Charles Rutenberg Realty since 2018. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion through a multi-advisor team. The firm serves institutional clients and individual investors, including high-net-worth households, offering discretionary portfolio management, financial planning, and multiple wrap fee programs guided by a proprietary valuation analysis and committee-managed model portfolios.
Based on Valley Wealth Managers, Inc.
Based on Valley Wealth Managers, Inc.
$0 - $500,000: 1.25% annually $500,001 - $3,000,000: 1.00% annually $3,000,001 - $5,000,000: 0.80% annually $5,000,001 - $15,000,000: 0.65% annually $15,000,001 - $25,000,000: 0.60% annually $25,000,001 - $50,000,000: 0.55% annually $50,000,001+: 0.50% annually
Financial planning services at $200 per hour
Account minimum: $100,000 Minimum fee: Minimum Quarterly Fee of $1,250 per quarter Fee-only: Financial planning services charged at $200 per hour
1840 4th Street North
St. Petersburg, FL 33704
Florida
Valley Wealth Managers, Inc.
2023 - Present (3 years)
Valley Financial Management, Inc.
2023 - Present (3 years)
Valley National Bank
2023 - Present (3 years)
LPL Financial
2022 - 2023 (1 year)
CUNA Brokerage Services, Inc.
2018 - 2023 (5 years)
Suncoast CU
2018 - 2023 (5 years)
Unemployed
2017 - 2018 (1 year)
SunTrust Advisory Services
2016 - 2017 (1 year)
SunTrust bank
2015 - 2017 (2 years)
Suntrust Investment Services, Inc.
2015 - 2017 (2 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®
Lithia, FL
Southshore Financial Planning
Hi, I'm Chris - Founder and Financial Planner at Southshore Financial Planning. I enjoy partnering with individuals and families to guide them to and through retirement so they can live life to the fullest. This is accomplished by first taking a deep dive into where clients are now financially and where they want to be. Then ideas are weaved together in the areas of cash flow, investments, taxes, insurance, debt and estate planning into one financial roadmap. Professionally, I am a CFP® Practitioner and have two finance-related degrees from the University of North Florida. My entire 19 year career has been dedicated to serving individuals and families in the financial services industry. Before founding Southshore Financial Planning, I spent 11 years at one of the largest financial institutions in the country where I was directly responsible for a $700 million client practice. On a personal note, my wife Heather and I are parents to three wonderful boys. In our free time we enjoy spending time with family, traveling, fishing, and watching the Tampa Bay Lightning.
Series 65
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Capital Advisory Group
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