Shannon Harris is a registered investment advisor at LPL Financial LLC, based in Burlington, NC, with 26 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
348 Holly Hill Lane, Burlington, NC, 27215
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Regulatory History
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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Shannon operates Bellingham Harris Wealth and Retirement Planning as a DBA for her LPL business, dedicating full-time hours to it. She is also the President/Owner of Harris Wealth & Retirement Planning, a business entity for tax/investment purposes, spending a few hours per week on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Geneos Wealth Management, INC.
Geneos Wealth Management, INC.Broker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
H. Beck, INC.Broker
Raymond James Financial Services, INC.Broker
Edward JonesBroker
Southern Farm Bureau Fund Distributor, INC.Broker
State Registrations5 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.