Shannon Haston is a registered investment advisor at LPL Financial LLC, based in Mcminnville, TN, with 8 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
200 East Main Street, Mcminnville, TN, 37110
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Shannon operates FNB Wealth Management Services and First Wealth as DBAs for her LPL business, dedicating most of her time to these activities. She also serves as a Notary Public in McMinnville, TN, spending minimal time on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations16 states
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