Roger StoorCRD Number: 1153628
Current Firm: Lpl Financial LLC
Roger Stoor (CRD# 1153628) is an Investment Advisor Representative working at Lpl Financial LLC in Crystal Falls, MI and has over 34 years of experience in the finance industry.
Center Street Advisors, Inc.
Msi Financial Services, Inc.
Investment Centers Of America, Inc.
|Fnb Of Crystal Falls||Sagola, MI||Feb 2011 - Current||6|
|Lpl Financial LLC||Crystal Falls, MI||Jan 2011 - Current||6|
|Sagepoint Financial, Inc.||Phoenix, AZ||Jan 2009 - Dec 2010||1|
|Aig Financial Advisors, Inc.||Crystal Falls, MI||Oct 2005 - Jan 2009||3|
|Lud Stoor Agency, Inc.||Crystal Falls, MI||Sep 1971 - Jul 2008||36|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1983|
|S65||NASAA Investment Advisors Law Examination||Mar 2011|
Total Assets Under Management112,086MILLIONS
Total Number of Accounts531,091ACCOUNTS
Average Account Value$211,049
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV