Laqueta Shelburne (CRD# 2662747) is an Investment Advisor Representative working at Avantax Advisory Services in San Angelo, TX and has over 27 years of experience in the finance industry.
CRD# 1815294
Raymond James Financial Services Advisors, Inc.
CRD# 6237094
Spc
CRD# 2454397
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pan American Benefits Solutions | New Orleans, LA | Oct 2016 - Current | 6 |
| Shelburne Financial Services | San Angelo, TX | Mar 2016 - Current | 7 |
| Avantax Insurance Services, LLC | San Angelo, TX | Mar 2014 - Current | 9 |
| Avantax Investment Services, Inc. | San Angelo, TX | Aug 1996 - Current | 26 |
| Primerica Financial Services | San Angelo, TX | Oct 1994 - Current | 28 |
| Harold W.shelburne, Cpa | San Angelo, TX | Jan 1983 - Current | 40 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1995 |
- TX
-
Total Assets Under Management34,341MILLIONS
-
Total Number of Accounts111,856ACCOUNTS
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Average Account Value$307,006
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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