Shannon Marie Sanders
Investment adviser representative at LPL Financial LLC
16 yearsExperience
2 statesRegistered 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
16 years in the industry.
- BMO Investment ServicesSep 2022 to now
- LPL Financial LLCAug 2022 to now
- BMO Harris BankFeb 2022 to Sep 2022
- Great Lakes Credit UnionJan 2021 to Feb 2022
- Ncusd 203Feb 2018 to Dec 2020
- Gap, Inc.Nov 2010 to Jan 2021
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (IL, IN).
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
- 4415326
- Firm CRD
- 6413