LPL Financial
43yrs
Top advisor by experience in Fort Mill
23yrs
Shauna Blake has worked in the financial industry for 23 years and is a fiduciary financial advisor based in Fort Mill, South Carolina. After six years at Morgan Stanley and two years at Morgan Stanley & Co., Shauna joined LPL Financial in 2016, a firm offering financial planning, investment management, and educational workshops. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 568 advisors with offices in Fort Mill, and one of 549 fiduciaries.
At a glance
Experience23 years (since 2004)
How that compares ?Top 25% by experience in Fort Mill
Office1055 LPL Way, Fort Mill, SC 29715
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 ?1 state
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.
Series 66Uniform Combined State Law Examination
Career
- 2016 – nowLPL Financial LLCCurrent firm
- 2009 – 2015Morgan StanleyPreviously
- 2007 – 2009Morgan Stanley & Co. LLCPreviously
- Oct 2006 – Apr 2007Morgan Stanley DW Inc.Previously
Questions to ask Shauna
Tailored to Shauna’s registration and firm.
- 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 Shauna
How do I contact Shauna?
Call LPL Financial at (704) 733-3300 and ask for Shauna Blake. Shauna works from the Fort Mill, SC office.
How long has Shauna been a financial advisor?
Shauna has been in the industry since 2004, about 23 years. Top 25% by experience in Fort Mill.
What licenses does Shauna hold?
Series 66. Tap any license on this page to see what it allows.
Is Shauna a fiduciary?
Shauna is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Shauna paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Shauna 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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