Lawrence Shanker, financial advisor Skokie IL

Lawrence Shanker

CRD Number: 2289536
Current Firm: Shankervalleau Wealth Advisors, Inc.

Lawrence Shanker (CRD# 2289536) is an Investment Advisor Representative working at Shankervalleau Wealth Advisors, Inc. in Skokie, IL and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Shankervalleau Wealth Advisors, Inc. Evanston, IL Jan 1993 - Current 31
Shankervalleau Accountants, Inc. Evanston, IL Jan 1985 - Current 39
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 1992
Contact Info for Lawrence H. Shanker
Phone Number: 847-475-2900
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    411
    MILLIONS
  • Total Number of Accounts
    612
    ACCOUNTS
  • Average Account Value
    $670,755
Compensation Options
  • A percentage of assets under your management
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
Types of Clients
Registered States

CA, FL, IL, LA, MD, NY, TX

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