Shawn Shubat, financial advisor Moline IL

Shawn Shubat

CRD Number: 2085354
Current Firm: Lpl Financial LLC

Shawn Shubat (CRD# 2085354) is an Investment Advisor Representative working at Lpl Financial LLC in Moline, IL and has over 20 years of experience in the finance industry.

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Lpl Financial LLC
Professional Designations
Company Name Location Dates Years
Lpl Financial LLC Moline, IL Feb 2018 - Current 6
Deere Employees Credit Union Moline, ID Oct 2017 - Current 6
Invest Financial Corp. Tampa, FL Oct 2017 - Feb 2018 < 1
Unemployed Bluegrass, IA Jun 2017 - Oct 2017 < 1
Waddell & Reed Inc. Davenport, IA May 2004 - Jun 2017 13
Various Insurance Carriers For W & R Insurance Agencies Blue Grass, IA May 2004 - Jun 2017 13
Quad Cities Christian School Moline, IL Jan 2015 - Nov 2016 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2003
Contact Info for Shawn C. Shubat
Phone Number: 704-733-3300
Registered State(s):
  • AZ
  • AR
  • CA
  • CO
  • GA
  • ID
  • IL
  • IA
  • KS
  • KY
  • MI
  • MN
  • MO
  • NH
  • NJ
  • NC
  • ND
  • OH
  • OR
  • SC
  • TX
  • VA
  • WA
  • WI
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
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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