Shawn Limerick
Shawn Limerick is a CFP-designated registered investment advisor at LPL Financial LLC, based in Westwood, MA, with 32 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
200 Lowder Brook Dr Ste 2100, Westwood, MA, 02090
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Regulatory History (1)
Criminal
November 2017Other Business ActivitiesSells Insurance
Shawn is an independent insurance agent selling fixed annuities, long-term care, disability, group and individual health, and fixed life insurance since 2004. He also operates under Bay Financial Associates, LLC and DCU Financial, spending about 40% of his time on the latter.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ws Griffith Securities, INC.Broker
State Registrations8 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.