Shelle Ramage, financial advisor Pontotoc MS

Shelle Ramage

CRD Number: 4557121
Current Firm: Primerica Advisors

Shelle Ramage (CRD# 4557121) is an Investment Advisor Representative working at Primerica Advisors in Pontotoc, MS and has over 21 years of experience in the finance industry.

Similar Advisors
Michael Alef, financial advisor Pontotoc MS
Michael R. Alef
CRD# 2030382
Sorrento Pacific Financial, LLC
Similar Advisors
David Alford, financial advisor Pontotoc MS
David N. Alford
CRD# 2826813
Lpl Financial LLC
Similar Advisors
Debra Arnold, financial advisor Pontotoc MS
Debra O. Arnold
CRD# 2471402
Edward Jones
Company Name Location Dates Years
Pfs Investments Inc. Pontotoc, MS Jun 2002 - Current 21
Primerica Financial Srvs Pontotoc, MS Jul 2001 - Current 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2002
S65 NASAA Investment Advisors Law Examination Apr 2016
Contact Info for Shelle L. Ramage
Phone Number: 833-786-0550
Registered State(s):
  • MS
  • TX
By the Numbers
  • Total Assets Under Management
    8,462
    MILLIONS
  • Total Number of Accounts
    59,808
    ACCOUNTS
  • Average Account Value
    $141,486
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.