Mara Shaughnessy
Mara Shaughnessy is a registered investment advisor at LPL Financial LLC, based in Brandon, FL, with 3 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
620 E. Bloomingdale Avenue, Brandon, FL, 33511
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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.
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Mara is a board member of Shaughnessy Law PLLC since 2006. She also operates under the DBA Generational Wealth of Tampa Bay for her LPL business, dedicating a few hours per week to this investment-related activity.
Employment History
Current Registrations
LPL Financial LLC
State Registrations1 state
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