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Credentials
Series 63, Series 65
Experience Industry experience
20 years
Location
San Saba, TX 76877
LPL Financial
Institution
Kevin Shahan is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and over 20 years of industry experience. His career includes roles at MC Bank Texas, Mills County State Bank, and Avantax Advisory Services. He also owns and supervises a CPA practice focused on tax preparation and accounting. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.
Based on LPL Financial
Based on LPL Financial
Flat fees up to $15,000 for financial planning and consulting services
Up to $500 per hour for financial planning and consulting services
San Saba, TX
301 E Wallace Street, Suite 200
San Saba TX 76877
Advisors at this office
1
Texas · Wyoming
20 years of industry experience
LPL Financial
2023 - Present • 3 years
San Saba, TX
MC Bank Texas
2019 - Present • 7 years
Goldthwaite, TX
Mills County State Bank
2018 - 2022 • 4 years
Goldthwaite, TX
Avantax Advisory Services
2017 - 2023 • 6 years
San Saba, TX
Kevin Shahan
2013 - Present • 13 years
San Saba, TX
Avantax Insurance Services, LLC
2013 - 2023 • 10 years
San Saba, TX
Kevin Shahan, CPA, PLLC
2009 - Present • 17 years
San Saba, TX
Avantax Investment Services, Inc.
2006 - 2023 • 17 years
San Saba, TX
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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