Shelley HolbrooksCRD Number: 3092830
Current Firm: Benjamin F. Edwards & Company, Incorporated
Shelley Holbrooks (CRD# 3092830) is an Investment Advisor Representative working at Benjamin F. Edwards & Company, Incorporated in Saint Louis, MO and has over 19 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Carsonallaria Wealth Management, Ltd.
|Benjamin F Edwards & Co||Clemson, SC||Jun 2014 - Current||3|
|Wells Fargo Advisors LLC||Seneca, SC||May 2009 - Jun 2014||5|
|Wachovia Securities, LLC||Seneca, SC||Jan 2008 - May 2009||1|
|A.g. Edwards||Seneca, SC||Mar 1997 - Jan 2008||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1998|
|S66||NASAA Uniform Combined State Law Examination||Aug 2005|
Total Assets Under Management4,221MILLIONS
Total Number of Accounts17,796ACCOUNTS
Average Account Value$237,214
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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