Shaun Beyrer
Shaun Beyrer is a CFP-designated registered investment advisor at LPL Financial LLC, based in Westlake Village, CA, with 21 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
2555 Townsgate Rd Ste 300, Ste. 300, Westlake Village, CA, 91361
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Shaun is an agent for accident & health, life, and variable insurance. He also rents real estate through Airbnb and uses McBride Wealth Management, Inc. as a DBA for his securities business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Western International Securities
Western International Securities, INC.Broker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
TD Ameritrade, INC.Broker
TD Ameritrade, INC.
TD Ameritrade Investment Management, LLC
PNC Investments
PNC InvestmentsBroker
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Wamu Investments, INC.
Wamu Investments, INC.Broker
State Registrations1 state
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.