Shirley Griffin (CRD# 5386149) is an Investment Advisor Representative working at Lpl Financial LLC in Evergreen Park, IL and has over 15 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Evergreen Park, IL | Jul 2021 - Current | 2 |
| Waddell & Reed, Inc. | Evergreen Park, IL | Jan 2021 - Jul 2021 | < 1 |
| Waddell & Reed | Evergreen Park, IL | Dec 2018 - Jan 2021 | 2 |
| Enailah Bernita Shaw | Evergreen Park, IL | Mar 2016 - Dec 2018 | 2 |
| Various Insurance Carriers For W&r Insurance Agencies | Chicago, IL | Mar 2016 - Dec 2018 | 2 |
| Waddell & Reed | Evergreen Park, IL | Mar 2016 - Dec 2018 | 2 |
| Griffin Realty Group | Chicago, IL | Jun 1990 - Dec 2018 | 28 |
| Waddell & Reed | Evergreen Park, IL | Aug 2015 - Mar 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2008 |
- IL
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Total Assets Under Management463,475MILLIONS
-
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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