Shannon Lusk
Shannon Lusk is a registered investment advisor at LPL Financial LLC, based in Guntersville, AL, with 14 years of industry experience. Shannon 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
1301 Gunter Avenue, Guntersville, AL, 35976
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2025Other Business Activities
Shannon is a business owner of EZ Living RV Park since August 2022 and a DBA for LPL business, Cadence Investment Services, since December 2022, dedicating about a quarter of her time to the latter.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Infinex Investments, INC.
Infinex Investments, INC.Broker
Bancorpsouth Investment Services, INC.
Bancorpsouth Investment Services, INC.Broker
State Registrations12 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
More Advisors
- John DollarLPL Financial LLC
- David Bridges, CFPLPL Financial LLC
- Andrew Ferguson, CFP, PFSGateway Wealth Management, LLC
- Kerry Chatham, CFP
- Troy Mancuso, ChFCEdward Jones