Shane
Davis
Lpl Enterprise, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Shane Davis is a financial advisor based in Warrington, Pennsylvania, working with Lpl Enterprise, LLC. Shane Davis has previously worked with organizations including Metlife Securities/Penwood Financial Group, Axa Advisors, LLC, Shane Davis, Inc, Transamerica, Mutual Of Omaha, Bga Insurance, Mass Mutual, Williams-Sonoma, Penn Mutual Life Insurance, Hornor Townsend & Kent Inc, Innovare Medical Media, Marketing Partners, Geisinger Health Plan, Ameritas Investment Corp, Ameritas Life Insurance Corp, Upmc, Lehigh Valley Health Network- Populytics, Mutual Of Omaha Insurance Company, Mutual Of Omaha Investor Services, Pruco Securities LLC, The Prudential Insurance Company Of America, Gwn Securities, Inc, Kades-Margolis Corporation, Teachers Pension, Elevated Capital Advisors, LLC, Guardian Life Insurance Company, Park Avenue Securities LLC, Mass Mutual Life Insurance Company, Mml Investors Services LLC, Lpl Enterprise LLC, and Meritain Health. Shane Davis has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, Shane Davis is part of Lpl Enterprise, LLC, which operates out of Warrington, Pennsylvania. The firm has 1,075 offices and 4,650 employees. Lpl Enterprise, LLC manages assets totaling $18.9 billion and serves both charitable organizations and high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, educational seminars, and other services. The fee structure at Lpl Enterprise, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Lpl Enterprise, LLC Brokerage Details
$18,862,098,900
4,650
114,002
$165,454
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
- Other
Shane Davis Work History
Lpl Enterprise LLC
Meritain Health
Mml Investors Services LLC
Mass Mutual Life Insurance Company
Guardian Life Insurance Company
Park Avenue Securities LLC
Teachers Pension
Elevated Capital Advisors, LLC
Guardian Life Insurance Company
Park Avenue Securities LLC
Gwn Securities, Inc
Kades-Margolis Corporation
Pruco Securities LLC
The Prudential Insurance Company Of America
Upmc
Mutual Of Omaha Insurance Company
Mutual Of Omaha Investor Services
Geisinger Health Plan
Ameritas Investment Corp
Ameritas Life Insurance Corp
Lehigh Valley Health Network- Populytics
Penn Mutual Life Insurance
Hornor Townsend & Kent Inc
Innovare Medical Media
Marketing Partners
Axa Advisors, LLC
Metlife Securities/Penwood Financial Group
Shane Davis, Inc
Transamerica
Mutual Of Omaha
Bga Insurance
Mass Mutual
Williams-Sonoma
Disclosures
Please visit the SEC profile of Shane Davis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lpl Enterprise, LLC
Madison, AL
Crofton, MD
Houston, TX
Rocky River, OH
Orange, CA
Charlotte, NC
Sherman Oaks, CA
Saint Louis, MO
The data in this profile was pulled by SmartAsset on 6/4/2025. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
