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.
Carsonallaria Wealth Management, Ltd.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
|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|
|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 Management5,299MILLIONS
Total Number of Accounts20,728ACCOUNTS
Average Account Value$255,633
- 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
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