Shelby Meyer (CRD# 1946799) is an Investment Advisor Representative working at Edelman Financial Engines in Johns Island, SC and has over 34 years of experience in the finance industry.
CRD# 4933448
Truist Advisory Services, Inc.
CRD# 5938137
Lpl Financial LLC
CRD# 5935833
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Financial Engines Advisors LLC | Santa Clara, CA | Jan 2023 - Current | 1 |
| Financial Engines Advisors LLC | Sunnyvale, CA | Feb 2018 - Jan 2023 | 4 |
| Td Ameritrade, Inc. | Omaha, NE | Oct 2007 - Feb 2018 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1989 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2007 |
- SC
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Total Assets Under Management270,770MILLIONS
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Total Number of Accounts1,561,555ACCOUNTS
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Average Account Value$173,398
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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