Shea Gordon
Shea Gordon is a registered investment advisor at LPL Financial LLC, based in Frisco, TX, with 24 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
6160 Warren Parkway, Suite 100, Office #125, Frisco, TX, 75034
Get directionsHistory
Regulatory History (1)
Criminal
June 1992Other Business ActivitiesSells Insurance
Shea operates under the DBA Gordon Private Wealth for his LPL business, dedicating nearly full-time hours to it. He is also an agent for Midland National, selling indexed-universal life insurance, which takes a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Private Advisor Group, LLC
Provasi Capital Partners LPBroker
Fs2 Capital Partners, LLCBroker
Hines Real Estate Investments, INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Goldman, Sachs & CO.Broker
Sanford C. Bernstein & CO., LLCBroker
Alliancebernstein L.P.
Sanford C. Bernstein & CO., INC.Broker
State Registrations7 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.