David Shelby (CRD# 7517819) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Cordova, TN and has 1 year of experience in the finance industry.
CRD# 6347351
Lpl Financial LLC
CRD# 3177764
Strategic Advisory Services
CRD# 3193095
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Brayden Shelby Insurance Agency | Cordova, TN | May 2023 - Current | 1 |
| State Farm Vp Management Corp. | Cordova, TN | Dec 2022 - Current | 1 |
| State Farm Investment Management Corp | Cordova, TN | Dec 2022 - Current | 1 |
| State Farm Insurance | Cordova, TN | Dec 2022 - Apr 2023 | < 1 |
| State Farm Vp Management Corp. | Bartlett, TN | Mar 2022 - Dec 2022 | < 1 |
| Trey Clemens Insurance Agency | Bartlett, TN | Jul 2020 - Dec 2022 | 2 |
| Community Bank Of Mississippi | Memphis, TN | Apr 2019 - Jul 2020 | 1 |
| Unemployed | Memphis, TN | Dec 2018 - Mar 2019 | < 1 |
| Harding University | Searcy, AR | Aug 2014 - Dec 2018 | 4 |
| Harding Academy | Memphis, TN | Aug 2010 - Aug 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2022 |
| S63 | Uniform Securities State Law Examination | May 2022 |
- AR
- MS
- TN
-
Total Assets Under Management10,165MILLIONS
-
Total Number of Accounts4ACCOUNTS
-
Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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