Shawna Sardone, financial advisor Pittsburgh PA
89 score

Shawna Sardone

CRD Number: 6099292
Current Firm: Lpl Financial LLC

Shawna Sardone (CRD# 6099292) is an Investment Advisor Representative working at Lpl Financial LLC in Pittsburgh, PA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC North Huntingdon, PA Jan 2015 - Current 2
First Niagara Bank North Huntingdon, PA Jan 2015 - Current 2
Cco Investment Services Greensburg, PA Jul 2012 - Jan 2015 2
Citizens Bank White Oak, PA Sep 2011 - Jun 2012 < 1
First Commonwealth Bank Greensburg, PA Jun 2010 - Aug 2011 1
Benjamin's Restaurant Indiana, PA May 2007 - Jun 2011 4
Sun City Tanning Indiana, PA May 2009 - Apr 2010 < 1
Iup Indiana, PA Jun 2006 - Aug 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2013
S65 NASAA Investment Advisors Law Examination May 2014
Contact Info for Shawna L. Sardone
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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