Shaun
Crawley

Lpl Financial LLC

CRD#4300076
Investment Advisor
in Atlanta, GA
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About this Advisor

Shaun Crawley is a certified financial planner who works in Atlanta, Georgia, who has 18 years in the industry. Crawley is an employee of Lpl Financial LLC. The advisor has gained experience at Legacy Trust & Estate, Summit Alliance Advisors, Delta Community Credit Union, Cuna Brokerage Sevices, Inc and Lpl. Crawley maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in Georgia. Lpl Financial LLC is an advisory firm based out of Atlanta, Georgia. The company has offices in 8,011 locations and a total of 22,703 employees. It oversees $153 billion in total assets across its 680,466 accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 899 charities and foundations. Of its 680,466 customer accounts, 23% belong to high-net-worth clients who have at least $1 million in investable assets. Lpl Financial LLC provides a number of services, such as 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 largely are based on which services are offered. However, fees charged by Lpl Financial LLC likely consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

18 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

Disclosures

No

Office Location

1025 Virginia Avenue
Atlanta, GA 30354

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

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

22,790

GA Average: 118
Total Number of Accounts

786,525

GA Average: 4,567
Average Account Size

$202,281

GA 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

Shaun Crawley Work History

Shaun has 18 years of experience.

2014 - Present (5 years)

Lpl

2009 - Present (10 years)

Delta Community Credit Union

2009 - 2014 (5 years)

Cuna Brokerage Sevices, Inc

2008 - 2009 (1 years)

Summit Alliance Advisors

2000 - 2009 (9 years)

Legacy Trust & Estate

Disclosures

Shaun Crawley has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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