Connor Shelton (CRD# 7315144) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Smyrna, TN and has over 2 years of experience in the finance industry.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Nashville, TN | Mar 2022 - Current | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Nashville, TN | Nov 2021 - Current | 2 |
| Unemployed | Knoxville, TN | Nov 2020 - Nov 2021 | 1 |
| Western & Southern Life | Morristown, TN | Oct 2020 - Nov 2020 | < 1 |
| Unemployed | Johnson City, TN | Aug 2019 - Aug 2020 | 1 |
| East Tennessee State University | Johnson City, TN | Aug 2016 - May 2020 | 3 |
| Southern Rebar & Supplies | Johnson City, TN | Jan 2019 - Aug 2019 | < 1 |
| Unemployed | Johnson City, TN | Aug 2018 - Jan 2019 | < 1 |
| Papa Johns | Johnson City, TN | Jun 2018 - Aug 2018 | < 1 |
| Universal Wine & Spirits | Johnson City, TN | May 2018 - Jun 2018 | < 1 |
| Unemployed | Johnson City, TN | Aug 2017 - May 2018 | < 1 |
| Southern Rebar & Supplies | Knoxville, TN | Jul 2017 - Aug 2017 | < 1 |
| Little River Trading Company | Maryville, TN | May 2017 - Jul 2017 | < 1 |
| Ranstad | Kingston, TN | May 2017 - May 2017 | < 1 |
| Ut Conference Center | Knoxville, TN | May 2017 - May 2017 | < 1 |
| Unemployed | Johnson City, TN | Mar 2017 - May 2017 | < 1 |
| Food City | Johnson City, TN | Mar 2017 - Mar 2017 | < 1 |
| Unemployed | Johnson City, TN | Aug 2016 - Mar 2017 | < 1 |
| Little River Trading Company | Maryville, TN | Apr 2016 - Aug 2016 | < 1 |
| Unemployed | Knoxville, TN | Aug 2015 - Apr 2016 | < 1 |
| Mr. Gatti's | Maryville, TN | Jul 2015 - Aug 2015 | < 1 |
| Unemployed | Maryville, TN | Jan 2012 - Jul 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2022 |
- TN
- TX
-
Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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