Shelby Financial Group, Inc.

Shelby Financial Group, Inc. (CRD# 132033) is a financial advisory firm headquartered in , . They manage $5,600,000 in 62 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    62
    ACCOUNTS
  • Average Account Value
    $90,323
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Shelby Financial Group, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Cherie G. Dinoia
CRD#: 3031506
Sarasota, FL
96
Wealthminder
score

Cherie Dinoia (CRD# 3031506) is an Investment Advisor Representative working at Shelby Financial Group, Inc. in Sarasota, FL and has over 18 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.

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