Michael Shanahan
Michael Shanahan is a CFP-designated registered investment advisor at LPL Financial LLC, based in Encinitas, CA, with 25 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
Encinitas, CA
Get directionsHistory
Regulatory History (3)
Customer Dispute
May 2025Customer Dispute
November 2022Customer Dispute
April 2011Other Business ActivitiesSells Insurance
Michael sells non-variable insurance since 2004. He also operates as a registered investment advisor under Overland & Shanahan, dedicating minimal time to providing financial plans. Additionally, Michael is an independent insurance agent under High Bluff Private Wealth, spending full-time hours on this activity.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Overland and Shanahan
John P. Overland, Clu, Chfc
New England Securities Corporation
New England SecuritiesBroker
Csfbdirect, INC.Broker
State Registrations35 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.