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Ronnie Shelby

26 Years of Experience
Marietta, GA
Broker

Ronnie Shelby is a registered investment advisor at LPL Financial LLC, based in Marietta, GA, with 26 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

590 Commerce Park Drive Se, Marietta, GA, 30061

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
LPL Financial LLCBroker
May 2025 - Present · 1 yr 2 mos
LPL Financial LLC
May 2025 - Present · 1 yr 2 mos
Previous Registrations
Cuso Financial Services, L.P.
September 2011 - May 2025 · 13 yrs 8 mos
Cuso Financial Services, L.P.Broker
August 2011 - May 2025 · 13 yrs 9 mos
Nbc Securities, INC.Broker
January 2004 - August 2011 · 7 yrs 7 mos
Nbc Securities, INC.
January 2004 - August 2011 · 7 yrs 7 mos
Raymond James Financial Services
September 2003 - November 2003 · 2 mos
Raymond James Financial Services, INC.Broker
August 2003 - November 2003 · 3 mos
Pfic Securities CorporationBroker
July 2003 - August 2003 · 1 mo
Morgan Stanley Dw INC.Broker
December 1999 - July 2003 · 3 yrs 7 mos
State Registrations17 states
ALAZCACOFLGAKYMDMINCNMOHPAPRSCTNTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.