Charlotte Shaw, Gary Shaw

Shaw Financial Services

Adviser/team AUM: $360,000,000

Move Details

Firm leaving Lincoln Financial
Firm joining LPL Financial
Adviser(s) location

Edmond, OK

Date June 24, 2013

Latest Moves to LPL Financial

Adviser(s) Date announced
Charlie Strong, Shane Gaddy, Kelly Lee, Kyle BochatJuly 20, 2017
Michael BurkeJune 28, 2017
Shaun BlakesleeJune 26, 2017

Disclaimer: The moves in this database come from a number of sources: InvestmentNews and other media reports, press releases, and direct submissions that have been reviewed by InvestmentNews. Any corrections, updates or clarifications should be e-mailed directly to the IN staff.

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