Shelley Teskey is a registered investment advisor, based in Dallas, TX, with 20 years of industry experience.
Location
12700 Park Central Drive, Suite 420, Dallas, TX, 75251
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Shelley is involved in fixed insurance sales through Planning Strategies, LLC. This activity is investment-related and takes place at a branch location.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
July 2025 - Present · 10 mos
Raymond James Financial Services Advisors, INC
July 2025 - Present · 10 mos
Previous Registrations
Commonwealth Financial NetworkBroker
March 2014 - July 2025 · 11 yrs 4 mos
Commonwealth Financial Network
March 2014 - July 2025 · 11 yrs 4 mos
First Allied Advisory Services, INC.
July 2012 - March 2014 · 1 yr 8 mos
First Allied Securities, INC.Broker
January 2010 - March 2014 · 4 yrs 2 mos
First Allied Securities, INC.
January 2010 - July 2012 · 2 yrs 6 mos
LPL Financial Corporation
February 2006 - January 2010 · 3 yrs 11 mos
LPL Financial CorporationBroker
January 2006 - January 2010 · 4 yrs
State Registrations1 state
TX
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.