Shelby Smith (CRD# 7478047) is an Investment Advisor Representative working at Lpl Financial LLC in Evansville, IN and has 1 year of experience in the finance industry.
CRD# 6766180
Ameriprise Financial Services, LLC
CRD# 6283465
Donaldson Capital Management LLC
CRD# 5466140
Donaldson Capital Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial | Newburgh, IN | Dec 2021 - Current | 2 |
| German American Investment Services Group | Newburgh, IN | Dec 2021 - May 2022 | < 1 |
| German American Insurance | Vincennes, IN | Oct 2020 - Dec 2021 | 1 |
| Southern Illinois University Edwardsville | Edwardsville, IN | Aug 2018 - Aug 2020 | 2 |
| Crossfit Iron Up | Lawrenceville, IL | Apr 2018 - Mar 2020 | 1 |
| Wabash Valley Community College | Mt Carmel, IL | Jun 2016 - May 2018 | 1 |
| Red Hill Jr/sr High School | Bridgeport, IL | Aug 2011 - May 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2022 |
- IN
-
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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