Shawna D'LEne Larson

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

• 03/2012 → 12/2020
  Raymond James Financial Services, Inc.
  Lubbock, TX
• 03/2012 → 12/2020
  City Bank
  Lubbock, TX
• 12/2009 → 07/2020
  Empire Pawn Shop, Inc/ Pawn Lubbock
  Lubbock, TX
• 03/2012 → 07/2020
  Pawn Lubbock
  Lubbock, TX
• 12/2009 → Present
  Two Weeks Away, Llc
  Lubbock, TX
• 11/2017 → Present
  806 Range
  Lubbock, TX
• 08/2017 → Present
  Lone Star Shooting Sports
  Lubbock, TX
• 03/2012 → 12/2021
  Power Of Attorney
  Lubbock, TX
• 02/2022 → 03/2022
  Momentum Independent Network Inc
  Dallas, TX
• 03/2022 → Present
  Lpl Financial Llc
  Lubbock, TX

Previous Registrations

• 2012-03-13 → 2021-01-06
  Raymond James Financial Services Advisors, Inc
  Lubbock, TX
• 2011-01-03 → 2012-03-13
  Wells Fargo Clearing Services, Llc
  Lubbock, TX
  Lubbock, TX
  Post, TX
  Lubbock, TX
  Austin, TX
• 2000-12-13 → 2011-01-03
  Wells Fargo Investments, Llc
  Lubbock, TX
  Lubbock, TX

Other Businesses

1) 03/28/2022 - LBK Wealth Strategies LLC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 02/2022 2) 03/28/2022 - 806 Range LLC - Real Estate Rental - Co-Owner - Inv Rel - Lubbock, TX - Start: 11/2017 - 1 Hr/Mth 3) 03/28/2022 - Two Weeks Away, LLC - Real Estate Rental - Co-Owner - Inv Rel - Lubbock, TX - Start: 12/2009 - 1 Hr/Mth 4) 03/28/2022 - Lone Star Shooting Sports - Co-Owner/Bookkeeper - Non-Inv Rel - Lubbock, TX - Start: 11/2017 - 8 Hr/Mth 5) 03/28/2022 - Executor of estate for mother, Frances Martindale - Non-Inv Rel - Lubbock, TX - Start: 12/2021 - 1 Hr/Mth 6) 09/19/2023 - Guns Up Rental, LLC - Real Estate Rental - Owner - Investment Related - At Reported Business Location(s) - Start Date 11/01/2023 - 40 Hours Per Month/ 0 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-11-03
• S63 Uniform Securities Agent State Law Examination
  1998-08-31

Other Names

• Shawna D'LEne Huddleston
• Shawna Dlene Larson