Bruce Fillpot (CRD# 2164455) is an Investment Advisor Representative working at Shelby Wealth Management in Albuquerque, NM and has over 32 years of experience in the finance industry.
CRD# 4939910
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2376474
Cuso Financial Services
CRD# 4186264
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Shelby Wealth Management | Albuquerque, NM | Jul 2003 - Current | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1991 |
- NM
-
Total Assets Under Management8MILLIONS
-
Total Number of Accounts16ACCOUNTS
-
Average Account Value$511,248
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
HI, NM
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