Lewis ShoreCRD Number: 810568
Current Firm: Lincoln Investment
Lewis Shore (CRD# 810568) is an Investment Advisor Representative working at Lincoln Investment in Worthington, OH and has over 28 years of experience in the finance industry.
Stratos Wealth Partners, Ltd
Shuttleworth & Company
Lpl Financial LLC
|Private Wealth Strategies, LLC||Worthington, OH||Sep 2018 - Current||3|
|Lincoln Investment||Worthington, OH||Jun 2012 - Current||10|
|Capital Analysts||Worthington, OH||Jun 2012 - Current||10|
|Capital Analysts Incorporated||Worthington, OH||Apr 2011 - Current||11|
|Shore Morgan Young Wealth Strategies||Worthington, OH||Nov 2005 - Current||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1994|
Total Assets Under Management17,732MILLIONS
Total Number of Accounts188,491ACCOUNTS
Average Account Value$94,076
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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