Gavin Schumaker, financial advisor Issaquah WA

Gavin Schumaker

CRD Number: 7056900
Current Firm: Lpl Financial LLC

Gavin Schumaker (CRD# 7056900) is an Investment Advisor Representative working at Lpl Financial LLC in Issaquah, WA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Issaquah, WA Oct 2020 - Current 2
E.k. Riley Investments, LLC Seattle, WA Dec 2018 - Nov 2020 1
Unemployed Issaquah, WA Jun 2018 - Nov 2018 < 1
Paccar Bellevue, WA Mar 2016 - May 2018 2
Unemployed Issaquah, WA Sep 2014 - Feb 2016 1
Jacobs And Broel Asset Management, LLC Bellevue, WA May 2014 - Aug 2014 < 1
Unemployed Issaquah, WA Sep 2013 - Apr 2014 < 1
Sports Authority Issaquah, WA Jun 2013 - Aug 2013 < 1
Unemployed Issaquah, WA Jan 2008 - Jun 2013 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2019
S63 Uniform Securities State Law Examination Jul 2019
Contact Info for Gavin H. Schumaker
Phone Number: 704-733-3300
Registered State(s):
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    404,176
    MILLIONS
  • Total Number of Accounts
    1,517,995
    ACCOUNTS
  • Average Account Value
    $266,257
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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