Shawn Greenland
Shawn Greenland is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Mechanicsburg, PA, with 26 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.
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
10 Skyport Road, Mechanicsburg, PA, 17050
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2008Other Business ActivitiesSells Insurance
Shawn is a licensed insurance agent selling various insurance products, dedicating a few hours per week to this activity. He also owns Investor First Wealth Management (full-time) and 10 Investor, LLC (minimal time), and serves on the boards of several non-profit organizations.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations22 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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