Lpl Financial LLC

Investment Advisor
in San Diego, CA
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About this Advisor

Michael Shanahan is a certified financial planner operating out of San Diego, California, who has 15 years of experience as a financial advisor. Shanahan is an employee of Lpl Financial LLC. Their career trajectory has included roles at Lpl Financial, LLC, John P. Overland and Overland And Shanahan. Shanahan holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in California and Texas. Lpl Financial LLC is a registered investment firm that has its headquarters in San Diego, California. It has offices in 8,011 locations and a total of 22,703 employees. It handles $153 billion in assets under management across its 680,466 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 899 charitable organizations. Of its 680,466 accounts, 23% are associated with high-net-worth clients who have greater than $1 million in investable assets. Lpl Financial LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors typically depend on the type of services. However, fee types charged by Lpl Financial LLC most likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions



Office Location

12520 High Bluff Dr. Suite 120
San Diego, CA 92130

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Lpl Financial LLC Brokerage Details

Total Assets Under Management


CA Average: $16,012,751,954
Total Number of Employees


CA Average: 118
Total Number of Accounts


CA Average: 4,567
Average Account Size


CA Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Michael Shanahan Work History

Michael has 15 years of experience.

2006 - Present (13 years)

Overland And Shanahan

2003 - Present (16 years)

Lpl Financial, LLC

2003 - 2009 (6 years)

John P. Overland


Michael Shanahan has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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