Kevin Shahan (CRD# 5175197) is an Investment Advisor Representative working at Lpl Financial LLC in San Diego, CA and has over 17 years of experience in the finance industry.
CRD# 5769283
Paradigm Shift Financial, LLC
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | San Saba, TX | Dec 2023 - Current | < 1 |
| Mc Bank Texas | Goldthwaite, TX | Jun 2019 - Current | 4 |
| Kevin Shahan | San Saba, TX | Jul 2013 - Current | 10 |
| Kevin Shahan,cpa,pllc | San Saba, TX | Dec 2009 - Current | 14 |
| Avantax Advisory Services | San Saba, TX | Jan 2017 - Dec 2023 | 6 |
| Avantax Insurance Services, LLC | San Saba, TX | Jul 2013 - Dec 2023 | 10 |
| Avantax Investment Services, Inc. | San Saba, TX | Jun 2006 - Dec 2023 | 17 |
| Mills County State Bank | Goldthwaite, TX | Dec 2018 - Dec 2022 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2006 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2016 |
- TX
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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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