Shannon
Waddell
Lpl Financial LLC
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About this Advisor
Shannon Waddell is a financial advisor operating out of Madison, Mississippi with 12 years of relevant experience. Waddell is an employee of Lpl Financial LLC. The advisor has gained experience at Lpl Financial LLC and Trustmark Financial Services, Inc. Waddell 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 Mississippi and Texas. Lpl Financial LLC is an advisory business that has its headquarters in Fort Mill, SC. It has offices in 9,898 locations and a total of 31,366 people on staff. It administers $368 billion in total assets between its 1,688,501 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 3,425 charitable organizations. Of its 1,688,501 customer accounts, 31% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The firm 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 usually vary depending on which services the firm provides the client. However, fee types charged by Lpl Financial LLC can consist of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$368,018,536,946
31,366
1,688,501
$217,956
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
Shannon Waddell Work History
Shannon has been registered as a financial advisor for 12 years.*
Lpl Financial LLC
Trustmark Financial Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Shannon Waddell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
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Rahway, NJ
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Chico, CA
Summit, NJ
Brentwood, TN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
