Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Layton is a financial advisor with over 10 years of experience in the industry. Shawn is registered with LPL Financial LLC in Washington and Texas, and is also registered as an Investment Advisor Representative in Texas and Washington. Shawn’s prior experience includes working at Securities America, Inc. and ProEquities, Inc. in Washington. Shawn holds the Series 7 and Series 66 licenses and the SIE exam. Shawn is currently employed by LPL Financial LLC in Bellevue, Washington.
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
WA
01/16/2020 - Present
LPL Financial LLC (BELLEVUE WA)
WA
12/14/2015 - 01/16/2020
SECURITIES AMERICA, INC. (BELLEVUE WA)
WA
11/10/2011 - 12/17/2015
PROEQUITIES, INC. (KIRKLAND WA)
WA
08/17/2011 - 11/11/2011
AMERIPRISE FINANCIAL SERVICES, INC. (BELLEVUE WA)
BOTH
Issued 10/14/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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