Shawn Walton
Shawn Walton is a registered investment advisor at LPL Financial LLC, based in Orange City, FL, with 16 years of industry experience. Shawn is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
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.
Exams
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