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Daryl Burnett Shankland

SHANKLAND FINANCIAL ADVISORS, LLC·HENDERSONVILLE, North Carolina
Clean recordSHANKLAND FINANCIAL ADVISORS, LLC
318 N. MAIN ST., HENDERSONVILLE, NC 28792CRD# 735632Firm CRD# 139562

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daryl Burnett Shankland · HENDERSONVILLE, NC
Registration
CRD #735632 · SHANKLAND FINANCIAL ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Daryl Burnett Shankland is a registered financial advisor based in HENDERSONVILLE, North Carolina, affiliated with SHANKLAND FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
SHANKLAND FINANCIAL ADVISORS, LLC
SHANKLAND FINANCIAL ADVISORS, LLC
AUM
$114M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at SHANKLAND FINANCIAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 735632
Firm CRD# 139562
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daryl Burnett Shankland offer?
Daryl Burnett Shankland specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in HENDERSONVILLE, North Carolina for a consultation.
What are Daryl Burnett Shankland's credentials?
Daryl Burnett Shankland is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daryl Burnett Shankland located?
Daryl Burnett Shankland is based in HENDERSONVILLE, North Carolina, working with SHANKLAND FINANCIAL ADVISORS, LLC. Their office serves clients in the HENDERSONVILLE metropolitan area and surrounding communities.
How does Daryl Burnett Shankland charge for services?
Daryl Burnett Shankland's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SHANKLAND FINANCIAL ADVISORS, LLC?
SHANKLAND FINANCIAL ADVISORS, LLC has approximately 6 employees and manages $114M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)ASHEVILLE (94)WINSTON-SALEM (76)WILMINGTON (48)CARY (30)CORNELIUS (23)
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Research
Advisor Fees in North CarolinaNational Fee Analysis
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