Shane Robinson
Shane Robinson is a registered investment advisor at LPL Financial LLC, based in Jackson, MI, with 38 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
1425 Parnall Road, Jackson, MI, 49201
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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
Shane operates under the DBA Community Choice Investment Services for his LPL business since 2019. Since January 2024, he has also been an agent selling non-variable insurance in Horton, MI, dedicating a few hours per week to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Lifemark Securities CORP.Broker
Foresters Equity Services, INC.Broker
W&s Brokerage Services, INC.Broker
USA Financial Securities CorporationBroker
Farmers Financial Solutions, LLCBroker
Cambridge Investment Research, INC.Broker
Securian Financial Services, INC.Broker
Centennial Financial Services, INC.Broker
Protective Equity Services, INC.Broker
Walnut Street Securities, INC.Broker
Centennial Financial Services, INC.Broker
Waddell & Reed, INC.Broker
State Registrations9 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.