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Robert Paul Shanahan

28 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
1,481 clients
Average Client Portfolio
$3.6M average
Assets Under Management
$5.4B

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
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Location

6210 Ardrey Kell Road, Ste 300, Charlotte, NC, 28277

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Robert works as a Regional Director for Horizon Investments, dedicating full-time hours to representing the company to Financial Advisors. He also serves as an elected Deacon at Christ Covenant Church, spending minimal time per month on this non-investment related activity.

Employment History
Current Registrations
Quasar Distributors, LLC
January 2016 - Present · 10 yrs 1 mo
Quasar Distributors, LLCBroker
January 2016 - Present · 10 yrs 1 mo
Horizon Investments LLC
May 2011 - Present · 14 yrs 9 mos
Previous Registrations
Northern Lights Distributors, LLCBroker
March 2012 - December 2015 · 3 yrs 9 mos
Clearbridge Advisors, LLC
December 2005 - August 2010 · 4 yrs 8 mos
Legg Mason Investor Services, LLCBroker
December 2005 - August 2010 · 4 yrs 8 mos
Citigroup Global Markets INC.Broker
March 2004 - December 2005 · 1 yr 9 mos
Oneamerica Securities, INC.Broker
January 1997 - January 2004 · 7 yrs
American United Life Insurance CompanyBroker
January 1997 - December 2001 · 4 yrs 11 mos
State Registrations5 states
GAKYNCSCTN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Robert Paul Shanahan - Financial Advisor | TrueAdvisor