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Shannon R

CFP®, Series 63, Series 65

Alexandria, VA

LPL Financial

Shannon Rowan is a CFP® professional with 37 years of industry experience, currently serving as an advisor at LPL Financial since 2012. Prior to joining LPL, Rowan worked at Chevy Chase Financial Services for 16 years and had roles at Capital One Financial Advisors LLC and Burke & Herbert Bank, where she is also Executive Vice President of Wealth. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment solutions using both proprietary and third-party strategies, supported by technology tools, and manages over $819 billion in discretionary assets through a large network of advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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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 several educational institutions. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various investment programs and platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Liam M

Series 66

Alexandria, VA

LPL Financial

Liam Maison is a financial advisor with LPL Financial based in Alexandria, VA. He holds a Series 66 designation and has three years of industry experience. Prior to his current role, he worked at Burke & Herbert Bank and held various positions including at EnviroTech Services, Inc. and InFirst Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining a range of advisory services with extensive non-advisory financial activities.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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