Lesley Shore, financial advisor Danville IL

Lesley Shore

CRD Number: 3076043
Current Firm: Lpl Financial LLC

Lesley Shore (CRD# 3076043) is an Investment Advisor Representative working at Lpl Financial LLC in Danville, IL and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Danville, IL Jun 2018 - Current 5
Cetera Advisor Networks LLC El Segundo, CA Mar 2013 - Jun 2018 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2001
S65 NASAA Investment Advisors Law Examination Feb 2016
Contact Info for Lesley C. Shore
Phone Number: 704-733-3300
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    463,475
    MILLIONS
  • Total Number of Accounts
    1,910,545
    ACCOUNTS
  • Average Account Value
    $242,588
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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