Shannon Rowan is a CFP-designated registered investment advisor at LPL Financial LLC, based in Alexandria, VA, with 36 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
118 S. Fairfax Street, Suite 1, Alexandria, VA, 22314
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Shannon is the SVP and Director of Wealth Management at Burke & Herbert Bank since 2012, dedicating about a quarter of their time to this role. They also operate under the DBA Burke & Herbert Wealth Management for their LPL business.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Capital One Investment Services LLCBroker
Capital One Financial Advisors LLC
Chevy Chase Financial Services
Chevy Chase Financial ServicesBroker
Chevy Chase Securities, INC.Broker
John Hancock Distributors, INC.Broker
State Registrations9 states
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