SF
SF

Shelby Feurtado

12 Years of Experience
Fort Smith, AR
Broker

Shelby Feurtado is a registered investment advisor at Raymond James & Associates, INC., based in Fort Smith, AR, with 12 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

6501 Phoenix Avenue, Suite A, Fort Smith, AR, 72903

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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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Other Business Activities

Shelby is a finance/investment committee member at First Baptist Church Alma since January 2024. This involves setting the budget and tracking spending, dedicating a few hours per week to this role.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
September 2014 - Present · 12 yrs
Raymond James & Associates, INC.
September 2014 - Present · 12 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2013 - September 2014 · 1 yr
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2013 - September 2014 · 1 yr 1 mo
State Registrations36 states
ALARAZCACOFLHIIAIDILINKSKYLAMAMDMIMNMOMSNCNJNMNVNYOHOKORPASCTNTXVAWAWIWY
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.
Shelby Feurtado - Financial Advisor | TrueAdvisor