Shannon Black has been an investment adviser representative at Wealth Teams Alliance since August 2016, and is not listed among the firm’s executive officers or direct owners.
Wealth Teams Alliance Inc. is an Irvine, CA firm with $224M under management, 812 clients and 12 advisers across 8 offices, as of its September 2026 filing.
- Wealth Teams AllianceCurrent– present · 10 yearsSpicewood, TX · Adviser representative · Firm CRD 168907
Investment adviser representative registrations
Shannon Black is registered as an investment adviser representative in Texas, since August 2016.
- TexasSince 19 August 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 5 May 2016 |
| Series 63 | Uniform Securities Agent State Law Examination | 9 December 2003 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 1 December 2003 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Shannon Jason Black
- CRD
- 4734157
- Firm
- Wealth Teams Alliance · CRD 168907
- Office
- Spicewood, TX
- Registration
- Investment adviser registration
- In the industry since
- August 2016
- Disciplinary history
- Not yet shown here · SEC record
Where does Shannon Black work?
Shannon Black is an investment adviser representative registered through Wealth Teams Alliance Inc. since August 2016, and is not listed among the firm’s executive officers or direct owners.
Is Shannon Black a financial advisor?
Yes. Shannon Black has a current investment-adviser registration in Texas, through Wealth Teams Alliance since August 2016.
How many years of experience does Shannon Black have?
Shannon Black has 10 years in the financial industry, since August 2016, across 1 adviser firm.
What exams has Shannon Black passed?
Shannon Black has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in December 2003.
Where is Shannon Black based?
Shannon Black’s registered office is in Spicewood, TX.
Is Shannon Black registered with FINRA?
No. Shannon Black has no current broker registration.
How can I verify Shannon Black’s record?
Search CRD 4734157 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Shannon Black’s full registration record.
