Leilani
Shortt

Lpl Financial LLC

CRD#7059823
Investment Advisor
in Austin, TX

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About this Advisor

Leilani Shortt is a certified financial planner working in Austin, Texas with 3 years of relevant experience. Shortt is an advisor for Lpl Financial LLC. Shortt has gained experience at Efficient Wealth Management, LLC, Texas A&M University, Johnny Was, LLC, Legends Sports Complex, The Woodlands High School, First Allied Securities, Inc, First Allied Advisory Services, First Allied Advisory Services, Inc and Lpl Financial, LLC. Shortt maintains Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Texas. Lpl Financial LLC is a financial advisory company that has its headquarters in Fort Mill, SC. It has offices in 9,898 locations and a total of 31,366 employees. It has $368 billion in total assets across its 1,688,501 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 3,425 charitable organizations. Of its 1,688,501 customer accounts, 31% are held by high-net-worth individuals who have greater than $1 million in investable assets. Lpl Financial LLC offers 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 typically are based on which services the firm provides the client. However, fee types charged by Lpl Financial LLC may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 65, Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 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

5920 W William Cannon Dr; Building 7 Suite 201
Austin, TX 78749

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

TX Average: $646,059,043
Total Number of Employees

31,366

TX Average: 13
Total Number of Accounts

1,688,501

TX Average: 661
Average Account Size

$217,956

TX Average: $977,396

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

Leilani Shortt Work History

Leilani has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Lpl Financial, LLC

2020 - 2020 (< 1 year)

First Allied Securities, Inc

2020 - 2020 (< 1 year)

First Allied Advisory Services

2020 - 2020 (< 1 year)

First Allied Advisory Services, Inc

2019 - 2020 (1 year)

First Allied Securities, Inc

2017 - 2019 (2 years)

Efficient Wealth Management, LLC

2015 - 2017 (2 years)

Johnny Was, LLC

2013 - 2017 (4 years)

Texas A&M University

2011 - 2013 (2 years)

Legends Sports Complex

2009 - 2013 (4 years)

The Woodlands High School

*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 Leilani Shortt 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

Eric Matthews
Fort Mill, SC
Michael Evans
Westerville, OH
Robert Notarfrancesco
Bridgeport, CT
Rebecca Chiccino
Charlestown, MA
Gregory Horn
Lawrenceburg, IN
Diane Winner
Ann Arbor, MI
James Mullen
The Villages, FL
Joseph Sarbello
Sea Girt, NJ

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.

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