Mark Shelby (CRD# 5304995) is an Investment Advisor Representative working at Vertical Wealth Management in Williamsburg, VA and has over 17 years of experience in the finance industry.
CRD# 6157085
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2605269
Davenport & Company LLC
CRD# 2396863
Pathway Financial Planning, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vertical Investments, Llc Dba Vertical Wealth Management | Virginia Beach, VA | Mar 2011 - Current | 13 |
| Vertical Investments, Llc Dba Vertical Wealth Management | Williamsburg, VA | Sep 2010 - Current | 13 |
| Mark Shelby, Sole Proprietor | Williamsburg, VA | Feb 2006 - Current | 18 |
| Aag Capital, Inc. | Wesley Chapel, FL | Dec 2021 - Feb 2024 | 2 |
| Lumos Networks | Williamsburg, VA | Sep 2016 - Jul 2018 | 1 |
| Vertical Insurance, LLC | Virginia Beach, VA | Dec 2010 - Dec 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2007 |
| S63 | Uniform Securities State Law Examination | Dec 2021 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- LA
- TX
- VA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Pension consulting services
- Selection of other advisers (including private fund managers)
LA, TX, VA
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