Shannon Lusk is a registered investment advisor at LPL Financial LLC, based in Ardmore, TN, with 14 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
26327 Main St., Ardmore, TN, 38449
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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 Registrations11 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.