Lee Shedroff, financial advisor Peoria AZ
96 score

Lee Shedroff

CRD 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.

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Professional Designations
Company Name Location Dates Years
H.d. Vest Insurance Agency Inc. Irving, TX Mar 2014 - Current 2
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 3
Boy Scouts Of America Irving, TX Jan 2005 - Current 11
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
Contact Info for Lee F. Shedroff
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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