Steven A. Shelton

WRS FINANCIAL SERVICES, L.L.C.

TUSCALOOSA, AL 35406

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CRD#: 4652932

Professional summary

Steven Alexander Shelton is a registered financial advisor currently at WRS FINANCIAL SERVICES, L.L.C. located in Tuscaloosa, Alabama.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Steven has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Alexander Shelton's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 13, 2000 - Present

WRS FINANCIAL SERVICES, L.L.C.

Office #1: 216 Mcfarland Circle N., Tuscaloosa, AL 35406

RIA

CRD#: 126693

TUSCALOOSA, AL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Alabama
(10/13/2000)

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Exams

State Security Law Exam

IAR

Series 65

Date: 10/10/2000

Uniform Investment Adviser Law Examination

Current Firm

WRS FINANCIAL SERVICES, L.L.C.

CRD#: 126693 / SEC#:

Alabama

Registered Investment Advisory firm - (7/18/2000 Approved)

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Contact information

Main Address

216 Mcfarland Circle N., Tuscaloosa, AL 35406

Mailing Address

Phone number

(205) 345-5860

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	97
AUM (Assets Under Management)	$ 26,232,295

Red Flags

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Steven A. Shelton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Alexander Shelton's CRS (Customer Relationship Summary).

Certified licenses

Experience

WRS FINANCIAL SERVICES, L.L.C.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/10/2000

Current Firm

WRS FINANCIAL SERVICES, L.L.C.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WRS FINANCIAL SERVICES, L.L.C.

TRUST BUT VERIFY

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