Dean Shore (CRD# 5705540) is an Investment Advisor Representative working at Lpl Financial LLC in Danville, IL and has over 8 years of experience in the finance industry. Dean Shore has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2477824
Mml Investors Services, LLC
CRD# 6606685
Edward Jones
CRD# 4127129
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Danville, IL | Jun 2018 - Current | 5 |
| Shore Wealth Management | Danville, IL | Dec 2016 - Current | 7 |
| Cetera Advisor Networks LLC | El Segundo, CA | Jan 2017 - Jun 2018 | 1 |
| Fidelity Brokerage Services LLC | Torrance, CA | May 2015 - Nov 2016 | 1 |
| Isu Telefund | Normal, IL | Sep 2014 - May 2015 | < 1 |
| Danville Country Club | Danville, IL | May 2014 - Aug 2014 | < 1 |
| High Point University | High Point, NC | Aug 2011 - May 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2015 |
- IL
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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, WY
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