Oppenheimer & Co.
47yrs
Top advisor by experience in Carlsbad
30yrs
Shane Terry is a fiduciary financial advisor in Carlsbad, California, with 30 years in the industry. Shane joined LPL Financial in 2014, a firm offering financial planning, investment management, and educational workshops. LPL Financial reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 457 advisors with offices in Carlsbad, and one of 416 fiduciaries.
At a glance
Experience30 years (since 1996)
How that compares ?Top 16% by experience nationwide
Office2710 Loker Ave W, Suite 220, Carlsbad, CA 92010
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?2 states
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2014 – nowLPL Financial LLCCurrent firm
Contact Shane
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Shane. 2710 Loker Ave W, Suite 220Carlsbad, CA 92010Office · Get directions Facebook pageLPL Financial
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Questions to ask Shane
Tailored to Shane’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Shane
How do I contact Shane?
Call LPL Financial at (704) 733-3300 and ask for Shane Terry. Shane works from the Carlsbad, CA office.
How long has Shane been a financial advisor?
Shane has been in the industry since 1996, about 30 years. Top 16% by experience nationwide.
What licenses does Shane hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Shane a fiduciary?
Shane is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Shane paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Shane for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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