Virginia Shields (CRD# 5068073) is an Investment Advisor Representative working at Lexaurum Advisors in Overland Park, KS and has over 16 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lexaurum Advisors, LLC | Overland Park, KS | Dec 2023 - Current | < 1 |
| Lexaurum Advisors, LLC | Overland Park, KS | Jun 2017 - Dec 2023 | 6 |
| Lexaurum Advisors, LLC | Overland Park, KS | Oct 2016 - Jun 2017 | < 1 |
| Vsr Advisory Services | Overland Park, KS | Aug 2007 - Sep 2016 | 9 |
| Vsr Financial Services, Inc. | Overland Park, KS | Nov 2005 - Sep 2016 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2007 |
- KS
-
Total Assets Under Management784MILLIONS
-
Total Number of Accounts4,018ACCOUNTS
-
Average Account Value$195,184
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, DC, DE, FL, IA, IL, KS, LA, MD, MI, MN, MO, NC, NE, NY, OH, OK, OR, PA, SC, SD, TX, VA, WA, WI
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