Profil
Mr. Brian K.
Shelton is a Partner at Shelton Wealth Management LLC.
He has 34 Years of financial services industry Experience.
Mr. Shelton was previously employed as a Principal by Wells Fargo Clearing Services LLC.
Postes actifs de Brian Shelton
| Sociétés | Poste | Début |
|---|---|---|
Shelton Wealth Management LLC
 Shelton Wealth Management LLC Investment ManagersFinance Shelton Wealth Management LLC (SWM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Fort Worth, Texas. The firm was co-founded by Keith Shelton and Sam Shelton in 2021. SWM manages investment portfolios for individuals, high-net-worth individuals, trusts, businesses and institutions. | Directeur Général | 01/05/2021 |
Anciens postes connus de Brian Shelton
| Sociétés | Poste | Fin |
|---|---|---|
Wells Fargo Clearing Services LLC
 Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. They also act as portfolio manager for certain wrap fee advisory programs. | Corporate Officer/Principal | 01/05/2021 |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. They also act as portfolio manager for certain wrap fee advisory programs. | Finance |
Shelton Wealth Management LLC
Shelton Wealth Management LLC Investment ManagersFinance Shelton Wealth Management LLC (SWM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Fort Worth, Texas. The firm was co-founded by Keith Shelton and Sam Shelton in 2021. SWM manages investment portfolios for individuals, high-net-worth individuals, trusts, businesses and institutions. | Finance |
