Shawn Walton
Shawn Walton is a registered investment advisor at LPL Financial LLC, based in Orange City, FL, with 16 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
921 Town Center Dr Ste 900, Orange City, FL, 32763
Get directionsHistory
Regulatory History (1)
Financial
March 2017Other Business ActivitiesSells Insurance
Shawn operates his LPL business under Synergy Wealth Alliance and sells fixed insurance as an agent. He also provides administrative support to Synergy Investment Management LLC, an independent investment advisor firm, and is a board member for Olympus CDD.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Morgan Stanley
Morgan StanleyBroker
Edward Jones
Edward JonesBroker
State Registrations13 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.