Shawn Hines
Shawn Hines is a registered investment advisor at Private Advisor Group, LLC, based in Morristown, NJ, with 33 years of industry experience. Shawn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
305 Madison Avenue, Morristown, NJ, 07960
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2005Other Business ActivitiesSells Insurance
Shawn is a registered investment advisor hybrid with Private Advisor Group, spending nearly full-time on portfolio management for clients. He also sells life insurance and fixed annuity products through Penn Mutual and receives commission trails from Protective Coating, dedicating minimal time to each.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
New England Securities Corporation
H. Beck, INC.Broker
New England SecuritiesBroker
Trusted Securities Advisors CORP.Broker
Mony Securities CorporationBroker
L.C. Wegard & CO., INC.Broker
State Registrations4 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.