Shadra Nova, financial advisor Montgomery NY

Shadra Nova

CRD Number: 7816356
Current Firm: Lpl Financial LLC

Shadra Nova (CRD# 7816356) is an Investment Advisor Representative working at Lpl Financial LLC in Montgomery, NY and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial Montgomery, NY Oct 2023 - Current < 1
Hudson Valley Credit Union Montgomery, NY Dec 2021 - Current 2
Mcdonald's Middletown, NY Jun 2021 - Dec 2021 < 1
Unemployed Middletown, NY May 2021 - Jun 2021 < 1
Quickchek Middletown, NY Apr 2021 - May 2021 < 1
Unemployed Altamonte Springs, FL Dec 2020 - May 2021 < 1
Synchrony Financial Longwood, FL May 2019 - Dec 2020 1
Cf-ymca Orlando, FL Feb 2017 - May 2019 2
Primrose School Of Longwood Longwood, FL May 2018 - Aug 2018 < 1
24-7 Intouch Altamonte Springs, FL Mar 2018 - Apr 2018 < 1
Universal Studios Orlando, FL Sep 2016 - Feb 2017 < 1
Unemployed Orlando, FL Aug 2016 - Sep 2016 < 1
Chipotle Orlando, FL Feb 2016 - Aug 2016 < 1
Student Orlando, FL Jan 2013 - May 2016 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2024
Contact Info for Shadra N. Nova
Phone Number: 704-733-3300
Registered State(s):
  • NY
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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