Shawna Terese shevlin Partain
Investment adviser representative at LPL Financial LLC
20 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
20 years in the industry.
- LPL Financial LLCAug 2025 to now
- Mechanics BankJun 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2022 to May 2025
- UnemployedJan 2022 to Jul 2022
- Muirwood Private WealthJun 2020 to Jan 2022
- Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691Jul 2006 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2000
- Series 63 · Uniform Securities Agent State Law2000
State registrations
Registered as an investment adviser representative in 1 state (CA).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4166046
- Firm CRD
- 6413