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Christopher Shelton

10 Years of Experience
Bangor, ME
Broker

Christopher Shelton is a registered investment advisor at Wells Fargo Advisors, based in Bangor, ME, with 10 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

23 Water St., Suite 203, Bangor, ME, 04401

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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
Wells Fargo Advisors Financial Network, LLCBroker
May 2024 - Present · 2 yrs 2 mos
Wells Fargo Advisors
May 2024 - Present · 2 yrs 2 mos
Previous Registrations
Wells Fargo Advisors
April 2022 - May 2024 · 2 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
April 2022 - May 2024 · 2 yrs 1 mo
Cetera Investment Advisers LLC
February 2020 - June 2020 · 4 mos
Cetera Investment Services LLCBroker
February 2020 - June 2020 · 4 mos
Morgan Stanley
March 2013 - April 2019 · 6 yrs 1 mo
Morgan StanleyBroker
January 2013 - April 2019 · 6 yrs 3 mos
State Registrations26 states
AZCOCTFLGAILINMAMDMENCNHNJNMNYOHORPARISCSDTXUTVAVTWA
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.