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Shawn Bouton

LPL Financial LLC
12 Years of Experience
Collierville, TN
1 DisclosureBrokerSells Insurance
View SEC Summary
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Shawn Bouton is a registered investment advisor at LPL Financial LLC, based in Collierville, TN, with 12 years of industry experience. Shawn is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3725 Hwy 196 S Suite D, Collierville, TN, 38017

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History

Regulatory History (1)
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Criminal
February 2002
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Shawn is involved with non-variable insurance through Crump and Pacific Life. He also operates Bouton Wealth Management LLC as a DBA for his LPL business, dedicating full-time hours to it.

Employment History
Current Registrations
LPL Financial LLC
July 2021 - Present · 5 yrs 3 mos
LPL Financial LLCBroker
July 2021 - Present · 5 yrs 3 mos
Previous Registrations
Waddell & Reed
October 2014 - July 2021 · 6 yrs 9 mos
Waddell & ReedBroker
March 2014 - July 2021 · 7 yrs 4 mos
State Registrations21 states
AKALARAZCOFLIDINLAMOMSNCOHOKPATNTXVAVTWAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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