Samuel Shane Gardner
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 LLCAug 2022 to now
- Robins Financial CuAug 2022 to now
- Cambridge Investment Research Advisors, Inc.Jul 2018 to Aug 2022
- Cambridge Investment Research, Inc.Jul 2018 to Aug 2022
- UnemployedApr 2018 to Jun 2018
- Thrivent FinancialApr 2017 to Mar 2018
- Thrivent Investment Management IncApr 2017 to Mar 2018
- UnemployedJan 2017 to Mar 2017
- Thrivent FinancialAug 2016 to Dec 2016
- Thrivent Investment Management IncFeb 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 6523693
- Firm CRD
- 6413