Shelby Stilwell (CRD# 6329746) is an Investment Advisor Representative working at Lpl Financial LLC in Waynesburg, PA and has over 5 years of experience in the finance industry.
CRD# 5335512
Lpl Financial LLC
CRD# 2168331
Cetera Investment Advisers LLC
CRD# 1431999
Huntington Financial Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Waynesburg, PA | Jul 2021 - Current | 2 |
| Cory Grandel | Waynesburg, PA | Jun 2018 - Jul 2021 | 3 |
| Various Insurance Carriers For W&r Insurance Agency | Jefferson, PA | Nov 2017 - Jul 2021 | 3 |
| Waddell & Reed, Inc. | Waynesburg, PA | Aug 2017 - Jul 2021 | 3 |
| Advocare Independent Distributor | Rices Landing, PA | Jan 2017 - Jun 2018 | 1 |
| Waddell & Reed, Inc. | Waynesburg, PA | Apr 2014 - Aug 2017 | 3 |
| County Of Greene | Waynesburg, PA | Oct 2011 - Jan 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2018 |
| S65 | NASAA Investment Advisors Law Examination | May 2018 |
- FL
- PA
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Total Assets Under Management463,475MILLIONS
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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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