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Daryl Burnett Shankland

SHANKLAND FINANCIAL ADVISORS, LLC·HENDERSONVILLE, North Carolina
Series 7, Series 8, Series 63, Series 65Clean record28 years registeredSHANKLAND 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 · 28 years registered
Brand Profile
Not yet started
01

Career History

SHANKLAND FINANCIAL ADVISORS, LLC
Feb 2006 – present
BUTTERFIELD CAPITAL ADVISORS
Jan 2003 – Feb 2008
PAYSON, IL
SALOMON SMITH BARNEY INC.
Dec 1997 – Feb 2003
QUINCY, IL
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 8
Series 63
Series 65
Registration record
First registered · December 28, 1997
Years registered · 28
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SHANKLAND FINANCIAL ADVISORS, LLC
CRD 139562 · SEC 801-130545
AUM
$114M
Regulatory assets under management
Employees
6
509 client accounts
Services offered by SHANKLAND FINANCIAL ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at SHANKLAND FINANCIAL ADVISORS, LLC →
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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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