Shannon L. Haston

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2015 → 12/2016
  Unemployed
  Mcminnville, TN
• 12/2016 → Present
  First National Bank Of Middle Tennessee
  Mcminnville, TN
• 12/2016 → Present
  Lpl Financial Llc
  Mcminnville, TN

Other Businesses

1)5/2/17- FNB Wealth Management Services- DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business location(s)- 100% 2)5/2/17- Notary Public- Inv. Related- McMinnville, TN - start date 1/1/1998 - 1% 3)04/18/2024 - First Wealth - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 3/7/2024 - 1 Hr/Mo During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2017-11-02

Other Names

• Shannon Lynn Starkey