Shannon G Grey

Employer firm

Investedge Planning CRD 316167

$4.80M regulatory AUM 21 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/1999 → 11/2019
  Charles Schwab & Co., Inc.
  San Diego, CA
• 07/2021 → 10/2024
  Investedge Planning Llc
  San Diego, CA
• 12/2019 → 06/2021
  Unemployed
  San Diego, CA
• 10/2022 → Present
  Origin Financial
  Boston, MA
• 11/2024 → Present
  Pfg Advisors Llc
  Phoenix, AZ

Previous Registrations

• 2024-11-06 → 2024-11-18
  Pfg Advisors
  National City, CA
  Peoria, AZ
  San Diego, CA
  El Cajon, CA
• 2021-09-13 → 2024-10-31
  Investedge Planning
  Peoria, AZ
  San Diego, CA
• 2016-05-03 → 2019-12-04
  Charles Schwab & Co., Inc.
  San Diego, CA
  Austin, TX
  San Diego, CA
  San Diego, CA
  Phoenix, AZ

Other Businesses

Origin Financial / INVESTMENT RELATED / Phoenix, AZ / Financial Planner / Oct 2022 / 6 HOURS PER MONTH / 100% DURING TRADING HOURS / Financial Planning services

Exams

• S66 Uniform Combined State Law Examination
  2016-05-02
• S63 Uniform Securities Agent State Law Examination
  1999-11-16

Designations

• Certified Financial Planner

Other Names

• Shannon G Young
• Shannon G Young