Shane Scott Thorsen
Investment adviser representative at LPL Financial LLC
23 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
23 years in the industry.
- LPL Financial, LLCDec 2021 to now
- Securities America AdvisorsJan 2018 to Nov 2021
- Securities America, Inc.Jan 2018 to Nov 2021
- Hornor Townsend and Kent, IncJan 2003 to Dec 2017
- Penn Mutual Life Ins CoJan 2003 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 4622299
- Firm CRD
- 6413