Unclaimed
Shawn Hiner-leamon is a Registered Investment Advisor with Lagrande Global LLC. Shawn has over 10 years of experience in the financial services industry and holds Series 63, Series 65 and Series 7 licenses. Shawn currently manages 62.57 million in assets for a variety of client types including pooled investment vehicles and individuals. Lagrande Global LLC specializes in financial planning, portfolio management and selection of other advisers.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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TX
06/03/2016 - Present
Lagrande Global LLC (DALLAS TX)
NY
10/18/2010 - 09/10/2012
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
NY
10/14/2009 - 10/27/2010
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
IA
Issued 09/26/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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