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).
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Total Assets Under Management90MILLION
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Total Number of Accounts431ACCOUNTS
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Average Account Value$207,752
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, FL, IL, LA, MO, NC, SC, TX
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.
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.
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.
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.
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.
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.