Douglas Shanahan, financial advisor Southlake TX

Douglas Shanahan

CRD Number: 7013504
Current Firm: Lpl Financial LLC

Douglas Shanahan (CRD# 7013504) is an Investment Advisor Representative working at Lpl Financial LLC in Southlake, TX and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Southlake, TX Jul 2021 - Current 1
Various Insurance Carriers For W&r Insurance Agencies Argyle, TX Feb 2020 - Jul 2021 1
Texas Cottage Rentals LLC Argyle, TX Jul 2019 - Jul 2021 2
Texas Cottage Rentals, LLC Argyle, TX Jul 2019 - Jul 2021 2
Waddell & Reed Inc. Southlake, TX Sep 2018 - Jul 2021 2
Bradley Hall Southlake, TX Sep 2018 - Jul 2021 2
Real Estate Man Dfw Denton, TX Oct 2017 - Jul 2021 3
The Shanahan Group, LLC Argyle, TX Nov 2003 - Jul 2021 17
Specialized Realty Group, Inc. Argyle, TX Jun 2008 - Oct 2017 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2019
Contact Info for Douglas J. Shanahan
Phone Number: 704-733-3300
Registered State(s):
  • TX
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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