Lee ShedroffCRD Number: 1414011
Current Firm: H.d. Vest Advisory Services, Inc.
Lee Shedroff (CRD# 1414011) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Peoria, AZ and has over 31 years of experience in the finance industry. Lee Shedroff has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|H.d. Vest Insurance Agency Inc.||Irving, TX||Mar 2014 - Current||3|
|H. D. Vest Advisory Services||Peoria, AZ||May 2013 - Current||3|
|H.d.vest Investment Services||Peoria, AZ||Apr 2013 - Current||3|
|Arizona Friends Of Israel Scouts||Scottsdale, AZ||Mar 2013 - Current||4|
|Boy Scouts Of America||Irving, TX||Jan 2005 - Current||12|
|Lee Shedroff Tax Practice||Phoenix, AZ||Dec 1982 - Current||34|
|Temple Beth Shalom & Jewish Community Center||Sun City, AZ||Nov 2010 - Jun 2013||2|
|Wfg Investments Inc.||Peoria, AZ||Aug 2009 - Apr 2013||3|
|Associated Securities||Peoria, AZ||Jan 2008 - Aug 2009||1|
|Linsco/private Ledger Corp.||Phoenix, AZ||Mar 1995 - Jul 2008||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1985|
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV