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Shannon R
CFP®, Series 63, Series 65
Alexandria, VA
LPL Financial
Shannon Rowan is a Certified Financial Planner® at LPL Financial with 37 years of industry experience. He has been with LPL Financial since 2012 and also serves as Executive Vice President of Wealth at Burke & Herbert Bank since 2011. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a wide network of investment adviser representatives. The firm provides a variety of advisory programs and financial planning services, offering both discretionary and non-discretionary management along with access to model portfolios and research.
Maxwell F
Series 66
Alexandria, VA
LPL Financial
Maxwell Frishkorn is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His background includes roles at Burke & Herbert Bank and academic positions at The College of William & Mary and James Madison University. LPL Financial serves individual and institutional clients nationwide, offering a range of advisory programs, retirement plan consulting, and brokerage services. The firm provides discretionary and non-discretionary management supported by research and model portfolios from LPL and third-party subadvisors.
Liam M
Series 66
Alexandria, VA
LPL Financial
Liam Maison is a financial advisor with LPL Financial in Alexandria, VA, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Burke & Herbert Bank and EnviroTech Services, Inc., as well as experience in both banking and university settings. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers various financial planning and advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and a range of investment strategies.
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