Shelby Financial Group, Inc.
Shelby Financial Group, Inc. (CRD# 132033) is a financial advisory firm headquartered in , . They manage $5,177,000 in 52 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management5MILLION
Total Number of Accounts52ACCOUNTS
Average Account Value$99,558
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
Cherie Dinoia (CRD# 3031506) is an Investment Advisor Representative working at Shelby Financial Group, Inc. in Sarasota, FL and has over 20 years of experience in the finance industry. Cherie Dinoia has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.