MS
Marion E. Shore
SHORELINE WEALTH ADVISORS
NEW CASTLE, IN 47362-3311
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CRD#: 4561429
MS
Professional summary
Marion Eugene Shore JR., who also goes by Bud Shore, Marion E. Shore, is a registered financial advisor currently at SHORELINE WEALTH ADVISORS located in New Castle, Indiana and PARKWOODS WEALTH PARTNERS, LLC located in New Castle, Indiana.
Marion is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Marion has worked at 2 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bud Shore | Marion E. Shore
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) DIRECTOR OF CITIZENS STATE BANK, A LOCAL, NON-PUBLICLY TRADED BANK LOCATED AT 1238 BROAD STREET, NEW CASTLE, IN 47362. BOARD MEMBER SINCE APRIL 2006. ON AVERAGE, 4 HOURS A MONTH IS DEVOTED TO THIS POSITION. APPROXIMATELY 3 HOURS PER MONTH OCCUR DURING TRADING HOURS. 2) DIRECTOR (UNPAID POSITION) OF EARLHAM COLLEGE FOUNDATION, 801 NATIONAL ROAD, RICHMOND, IN 47334. DIRECTOR SINCE JULY 2014 THE FOUNDATION IS FOR THE BENEFIT OF EARLHAM COLLEGE. APPROXIMATELY 2 HOURS PER MONTH IS DEVOTED TO THE FOUNDATION AND APPROXIMATELY 16 HOURS OF THE TIME PER YEAR IS SPENT DURING SECURITIES TRADING HOURS. RESPONSIBILITIES INCLUDE HELPING TO OVERSEE THE INVESTMENT ADVISER AND VARIOUS BOARD RELATED DUTIES. 3) CO-OWNER OF SHORE & COMPANY, P.C. SINCE 01/1996, 412 S. MAIN STREET, NEW CASTLE, IN 47362. ACCOUNTING PRACTICE IS NON-INVESTMENT RELATED. DEVOTES, ON AVERAGE, 15 HOURS PER WEEK, ALL DURING SECURITIES TRADING HOURS. 4) Chairman of Finance Committee of Henry County Community Foundation since 2014-01-01; Investment Related; 700 S. Memorial Dr New Castle IN 47362; Responsibilities include making recommendations for retaining investment advisory services. Monitor Foundation's Investment Policy Statement.; 1 hour per month, all during trading hours; 0 percentage of total yearly compensation expected to be derived from the business.
CRS (Client Relationship Summary) - RIA
Click below to view Marion Eugene Shore JR.'s CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 25, 2002 - Present
SHORELINE WEALTH ADVISORS
Office #1: 412 South Main Street, New Castle, IN 47362-3311Office #2: 11495 Pennsylvania Street Suite 130, Carmel, IN 46032RIA
CRD#: 121764
NEW CASTLE, IN
Current
August 1, 2025 - Present
PARKWOODS WEALTH PARTNERS, LLC
Office #1: 412 S. Main Street, New Castle, IN 47362RIA
CRD#: 331565
NEW CASTLE, IN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PW
PARKWOODS WEALTH PARTNERS, LLC
PARKWOODS WEALTH PARTNERS, LLC
CRD#: 331565 / SEC#: 801-130478
RIA
Registered Investment Advisory firm - (6/13/2024 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Indiana(11/25/2002)
Exams
Current Firm
PW
PARKWOODS WEALTH PARTNERS, LLC
PARKWOODS WEALTH PARTNERS, LLC
CRD#: 331565 / SEC#: 801-130478
RIA
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Contact information
Main Address
222 South Central Avenue Suite 550, Clayton, MO 63105
Mailing Address
Phone number
(877) 278-2716
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (17 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 745 |
| AUM (Assets Under Management) | $ 408,594,987 |
Red Flags
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Company Information
PARKWOODS WEALTH PARTNERS, LLC
CRD#: 331565New Castle, IN 47362-3311TRUST BUT VERIFY
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