Shankland Financial Advisors, LLC

Shankland Financial Advisors, LLC (CRD# 139562) is a financial advisory firm headquartered in Hendersonville, NC. They manage $89,541,135 in 431 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    90
    MILLION
  • Total Number of Accounts
    431
    ACCOUNTS
  • Average Account Value
    $207,752
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, IL, LA, MO, NC, SC, TX

Financial Advisors at Shankland Financial Advisors, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Daryl B. Shankland
CRD#: 735632
318 N. Main St., Ste 12, Hendersonville, NC 28792

Daryl Shankland (CRD# 735632) is an Investment Advisor Representative working at Shankland Financial Advisors, LLC in Hendersonville, NC and has over 42 years of experience in the finance industry.

2
James H. Beatty
CRD#: 7876873
318 N. Main St., Ste 12, Hendersonville, NC 28792

James Beatty (CRD# 7876873) is an Investment Advisor Representative working at Shankland Financial Advisors, LLC in Hendersonville, NC and has 1 year of experience in the finance industry.

3
Rebecca Beatty
CRD#: 7703990
Springfield, IL

Rebecca Beatty (CRD# 7703990) is an Investment Advisor Representative working at Shankland Financial Advisors, LLC in Springfield, IL and has 1 year of experience in the finance industry.

4
John A. Burnett
CRD#: 7737903
Springfield, IL

John Burnett (CRD# 7737903) is an Investment Advisor Representative working at Shankland Financial Advisors, LLC in Springfield, IL and has 1 year of experience in the finance industry.

5
Paul B. Mayes
CRD#: 7325784
318 N. Main St., Ste 12, Hendersonville, NC 28792

Paul Mayes (CRD# 7325784) is an Investment Advisor Representative working at Shankland Financial Advisors, LLC in Hendersonville, NC and has over 3 years of experience in the finance industry.

6
Matthew B. Olson
CRD#: 7720144
318 N. Main St., Ste 12, Hendersonville, NC 28792

Matthew Olson (CRD# 7720144) is an Investment Advisor Representative working at Shankland Financial Advisors, LLC in Hendersonville, NC and has 1 year of experience in the finance industry.

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