Matthew Shannahan
Matthew Shannahan is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Eagle, ID, with 37 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
1259 E Winding Creek Dr, Eagle, ID, 83616
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Matthew operates under the DBA Idaho Financial Group for his LPL business since 1997 and sells non-variable insurance. He also owns rental real estate, dedicating a few hours per week to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Nations Financial Group, INC.Broker
Nations Financial Group, INC.
American Independent Securities Group, LLCBroker
American Independent Securities Group, LLC
First Heartland Consultants, INC.
First Heartland Capital, INC.Broker
Princor Financial Services CorporationBroker
Bma Financial Services, INC.Broker
Lincoln Benefit Financial Services, INC.Broker
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, INC.Broker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.