Unclaimed
Orville Dwight Shrader is a financial advisor who has been in the industry since June 4, 2001. Orville is registered with LPL Financial LLC and has offices in Harrisonburg, Virginia. Orville specializes in providing financial planning, portfolio management, and other advisory services. Orville's firm is also registered with the Securities and Exchange Commission (SEC) and is subject to SEC regulation. Orville's firm has over $50 billion in assets under management and serves a wide range of clients, including individuals, businesses, and institutions.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
VA
06/04/2001 - Present
LPL Financial LLC (HARRISONBURG VA)
BC
Issued 11/13/2001
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/22/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 10/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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