Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Anthony Walton is a financial advisor with LPL Financial LLC. Shawn has been working in the financial services industry since February 2010. Shawn is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Shawn holds Series 66, SIE and Series 7 licenses. Shawn is licensed to provide financial services in Arkansas, California, Colorado, Florida, Kentucky, Michigan, Mississippi, New York, North Carolina, Ohio, Oklahoma, Texas.
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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2
FL
01/31/2020 - Present
LPL Financial LLC (ORANGE CITY FL)
FL
02/28/2014 - 02/10/2020
CAMBRIDGE INVESTMENT RESEARCH, INC. (Lake Mary FL)
FL
01/13/2012 - 03/10/2014
MORGAN STANLEY (DELAND FL)
FL
02/22/2010 - 01/17/2012
EDWARD JONES (DELAND FL)
BOTH
Issued 03/05/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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