Shawn Benedict, financial advisor Belfast NY

Shawn Benedict

CRD Number: 5154457
Current Firm: Lpl Financial LLC

Shawn Benedict (CRD# 5154457) is an Investment Advisor Representative working at Lpl Financial LLC in Belfast, NY and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Olean, NY Apr 2021 - Current 3
Bank Of America, N.a. Ithaca, NY Sep 2016 - Mar 2021 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated Ithaca, NY Aug 2016 - Mar 2021 4
Raymond James Financial Services Advisors, Inc. Corning, NY Jan 2009 - Aug 2016 7
Raymond James Financial Services Corning, NY Oct 2006 - Aug 2016 9
Corning Federal Credit Union Corning, NY Sep 2006 - Aug 2016 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2006
Contact Info for Shawn M. Benedict
Phone Number: 704-733-3300
Registered State(s):
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    463,475
    MILLIONS
  • Total Number of Accounts
    1,910,545
    ACCOUNTS
  • Average Account Value
    $242,588
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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