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Shawn Chrisopher Hiner-leamon

Lagrande Global LLC

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About Shawn Chrisopher Hiner-leamon

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.

Firm Information

Shawn Hiner-leamon is currently registered with Lagrande Global LLC. Lagrande Global LLC is an investment advisor registered with the SEC. The firm provides financial planning, portfolio management for individuals and pooled investment vehicles, and selection of other advisors. They have approximately $62.57 million in regulatory assets under management.

$62.57M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Shawn Hiner-leamon’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Shawn Chrisopher Hiner-leamon.
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