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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 credentials and over 20 years of industry experience. He has worked with several firms including MC Bank Texas, Mills County State Bank, Avantax Advisory Services, and has operated his own CPA firm since 2009. Outside of his advisory work, he owns and supervises a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies to support diversified and alternative investment strategies.
Based on LPL Financial
Flat fees negotiated between IAR and client for financial planning and consulting services.
Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.
Hourly fees up to $500 per hour for financial planning and consulting services.
Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or 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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