Shannon Edward Gillis
Investment adviser representative at LPL Financial LLC
10 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
10 years in the industry.
- LPL Financial LLCDec 2025 to now
- Integrity Alliance, LLCOct 2025 to Dec 2025
- Victory Capital Management, IncApr 2021 to Oct 2025
- Victory Capital Services, Inc.Apr 2021 to Oct 2025
- Eagle Strategies LLCJan 2019 to Apr 2021
- Nylife Securities LLCNov 2018 to Apr 2021
- New York Life Insurance CoSep 2018 to Apr 2021
- Dealer SocketAug 2018 to Sep 2018
- Vandergriff ToyotaJul 2018 to Aug 2018
- UnemployedMar 2018 to Jul 2018
- TD AmeritradeFeb 2015 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 4894201
- Firm CRD
- 6413