Douglas ShanahanCRD 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.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|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|
Total Assets Under Management404,176MILLIONS
Total Number of Accounts1,517,995ACCOUNTS
Average Account Value$266,257
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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