Lesley Shore is a registered investment advisor at LPL Financial LLC, based in Danville, IL, with 25 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
3607 N Vermilion St Ste 1, Danville, IL, 61832
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lesley operates Shore Wealth Management as a DBA for her LPL business since 2018. She also formed Shore Wealth Accounting & Tax Services, LLC in 2022 for tax/investment purposes, dedicating about a quarter of her time to it, with minimal time during securities trading hours.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
First Allied Securities, INC.Broker
State Registrations1 state
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