Shelley Byrd is a registered investment advisor at Wells Fargo Advisors, based in Decatur, AL, with 19 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
826 Bank St Ne, Decatur, AL, 35601
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Regulatory History
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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Shelley has ownership stakes in multiple investment-related entities, including Riverfront Wealth Management LLC (full-time), SB Endeavors, Inc (minimal time), Riverfront Override Holdings, LLC (minimal time), and Riverfront Override Partners, LLC (minimal time). These entities are involved in activities such as merchant cash agreements.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Morgan StanleyBroker
Morgan Stanley
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Amsouth Investment Services, INC.Broker
State Registrations22 states
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.