Shane William Mccormick

Current Employers

Employment History

• 10/2002 → Present
  Lpl Financial Llc
  Media, PA
• 11/2014 → Present
  Private Advisor Group, Llc
  Media, PA

Other Businesses

1. 10/18/2002 - FINANCIAL PLANNING ASSOCIATES - INV REL - Non-Variable Insurance DBA 2. 05/04/2012 - NON-VARIABLE INSURANCE DBA - FPA WEALTH MANAGEMENT - FINANCIAL PLANNING ASSOCIATES, LLC IS AN ALREADY APPROVED DBA. WE PLAN TO SPLIT FINANCIAL PLANNING ASSOCIATES INTO TWO SEPERATELY BRANDED DIVISIONS. FPA WEALTH MANAGEMENT WILL BE OUR DIVISION FOR PERSONAL FINANCIAL PLANNING AND ASSET MANAGEMENT. - TIME SPENT 100%. 3. 5/7/2012 - NON-VARIABLE INSURANCE DBA - FPA BUSINESS SOLUTIONS - FINANCIAL PLANNING ASSOCIATES, LLC A ALREADY APPROVED DBA WILL BE SPLIT INTO TWO SEPERATELY BRANDED DIVISIONS. FPA BUSINESS SOLUTIONS WILL BE PROVIDING SERVICES TO BUSINESSES FOR THIER EMPLOYEE BENEFITS AND RETIREMENT PLANS. - TIME SPENT 2%. 4. 12/05/2014 - PRIVATE ADVISOR GROUP, LLC - REGISTERED INVESTMENT ADVISOR HYBRID - TIME SPENT 128 HOUR PER MONTH - MEDIA, PA 5. 6/6/2017 - Private Advisor Group - DBA: FPA Business Solutions - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 11/01/2014 - 5 Hours Per Month During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity on 6/5/2017. I expect to spend approximately 5 hours/month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6. 6/6/2017 - Private Advisor Group - DBA: (Hybrid) FPA Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 11/01/2014 - 150 Hours Per Month/120 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity on 6/5/2017. I expect to spend approximately 150 hours/month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 7. 12/23/2024- FPA Paragon Team- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 02/01/2024- 160 Hours Per Month- 160 Hours During Trading

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-11-24

Designations