Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane Dee Wade is a financial advisor currently registered with LPL Financial LLC. Shane has been in the industry for 14 years. Shane is registered with the state of Colorado as a Registered Representative. The firm is headquartered in Fort Mill, South Carolina and serves a diverse range of clients including individuals, high net worth individuals, charitable organizations, corporations, and pension and profit sharing plans. LPL Financial offers advisory services including financial planning, portfolio management for individuals and businesses, and educational seminars. Shane also has experience with other firms including Jackson National Life Distributors LLC, Cambridge Investment Research, Inc., and Alpha Solutions Management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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AL
10/10/2024 - Present
LPL Financial LLC (TRUSSVILLE AL)
Active
Inactive
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