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Lashaun Shelby

3 Years of Experience
Tucson, AZ
Broker

Lashaun Shelby is a registered investment advisor at Cetera Investment Advisers LLC, based in Tucson, AZ, with 3 years of industry experience. Lashaun operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

3573 E. Sunrise Drive, Suite 133, Tucson, AZ, 85718

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Lashaun is an associate at Divorce Financial Consultants, LLC, providing divorce financial planning services, dedicating about a quarter of their time. Lashaun also works as an administrative assistant for two financial services companies and is a youth director at a church, spending a few hours per week on each.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLCBroker
January 2023 - Present · 3 yrs 6 mos
Previous Registrations
Cetera Advisor Networks LLC
April 2023 - June 2023 · 2 mos
State Registrations4 states
AZCAKSTX
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.
Lashaun Shelby - Financial Advisor | TrueAdvisor