Shea Gordon
Shea Gordon is a registered investment advisor at LPL Financial LLC, based in Frisco, TX, with 25 years of industry experience. Shea 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
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.
Exams
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