Shannon Bender (CRD# 5347727) is an Investment Advisor Representative working at Lpl Financial LLC in Lancaster, PA and has over 16 years of experience in the finance industry.
CRD# 2503103
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5372026
Rkl Private Wealth
CRD# 1255111
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Lancaster, PA | Jul 2019 - Current | 4 |
| Members 1st Federal Credit Union | Lancaster, PA | Jul 2019 - Current | 4 |
| Citizens Securities Inc. | Lititz, PA | Oct 2018 - Jul 2019 | < 1 |
| Citizens Bank | Lititz, PA | Oct 2018 - Jul 2019 | < 1 |
| Pnc Investments LLC | Pittsburgh, PA | Feb 2016 - Oct 2018 | 2 |
| Pnc Bank, N.a. | Hershey, PA | Feb 2016 - Oct 2018 | 2 |
| M&t Bank | Wrightsville, PA | Jul 2013 - Feb 2016 | 2 |
| M&t Securities | Wrightsville, PA | Jul 2013 - Feb 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2008 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2020 |
- PA
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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