Shelly Braden, financial advisor Williamsburg VA

Shelly Braden

CRD Number: 6397233
Current Firm: Pbmares Wealth Management LLC

Shelly Braden (CRD# 6397233) is an Investment Advisor Representative working at Pbmares Wealth Management LLC in Williamsburg, VA and has over 10 years of experience in the finance industry. Shelly Braden has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Pbmares Wealth Management LLC Williamsburg, VA Apr 2020 - Current 3
Cornerstone Wealth Williamsburg, VA Aug 2018 - Apr 2020 1
Commonwealth Financial Network Waltham, MA Aug 2018 - Apr 2020 1
Pbmares Wealth Management LLC Newport News, VA Jan 2018 - Aug 2018 < 1
Kls Professional Advisors Group, LLC Los Angeles, CA Apr 2011 - Dec 2017 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2014
S63 Uniform Securities State Law Examination Jul 2019
Contact Info for Shelly H. Braden
Phone Number: 757.229.7180
Registered State(s):
  • NC
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    1,137
    MILLIONS
  • Total Number of Accounts
    2,421
    ACCOUNTS
  • Average Account Value
    $469,696
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

CA, DC, FL, GA, IL, MD, NC, NH, NJ, NY, TX, VA, WV

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