Shelly Lynn Aros
Investment adviser representative at LPL Financial LLC
33 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
33 years in the industry.
- LPL Financial, LLCDec 2021 to now
- Aros Asset ManagementApr 2007 to now
- Self-employed- InsuranceJan 1993 to now
- Self-employed- NotaryJan 1993 to now
- Self-employed- Paralegal ServicesJan 1993 to now
- Securities America, Inc.Dec 2016 to Dec 2021
- Foothill Securities, Inc.Jan 2009 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2399851
- Firm CRD
- 6413