Shay Robbins
Advisor at LPL Enterprise
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Shay Robbins is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, Robbins worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of financial services, Robbins is a silent partner in a local pizza business and has experience as a speaker conducting seminars and workshops. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services with insurance products.
Client services
Based on LPL Enterprise
Financial planning
Portfolio management
Educational seminars or workshops
Consulting and other non-discretionary advisory services
Consulting and other non-discretionary advisory services
Fee options
Flat fees for financial planning and consulting services typically range from $0 to $10,000.
Up to $500 per hour for financial planning and consulting services.
Account minimum: Minimum asset value required for an MWP account to be managed; TAMP sponsors typically establish a minimum account value (specific amounts not stated); no minimum asset amount required for financial planning and consulting services. Fee-only: Financial planning and consulting services fees typically range from $0 to $10,000 flat fee or up to $500 per hour; may be discounted or complimentary.
Location
1649 State Hwy 248, Suite 100
Branson, MO 65616
Most active in
Shay R has reported serving >5 clients in these states in the last 12 months.
Missouri · Texas
Work history
LPL Enterprise
2024 - Present (2 years)
The Prudential Insurance Company Of America
2023 - Present (3 years)
Pruco Securities Llc
2023 - 2024 (1 year)
Kanakuk Kamps
2008 - 2023 (15 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
David D
Series 63, Series 66
Galena, MO
AGH Wealth Advisors, LLC
Rob J
Series 66
Branson, MO
Edward Jones
Michael T
Series 66
Branson, MO
Edward Jones
Sean P
ChFC®, Series 63
Saddlebrooke, MO
Ameriprise
Fadilah G
Series 63, Series 65
Cape Fair, MO
LPL Financial
Samuel P
Series 66
Branson West, MO
Edward Jones
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