Shannon Irwin is a registered investment advisor at LPL Financial LLC, based in Ventura, CA, with 31 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
2674 E Main St # E-903, Ventura, CA, 93003
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 1999Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Sorrento Pacific Financial, LLC
Changepath, LLC
Sorrento Pacific Financial, LLCBroker
Partnervest Securities, INC.Broker
Partnervest Advisory Services LLC
UBS Financial Services INC.Broker
UBS Financial Services INC.
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
State Registrations3 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.