Betsy C. Shelton
Professional summary
Betsy Campbell Shelton, who also goes by Betsy Campbell Cook, Betsy Cook, is a registered financial advisor currently at CHARLES FISH INVESTMENTS, INC. located in Summerville, South Carolina.
Betsy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Betsy has worked at 13 firms and has passed the Series 63, Series 1 and Series 53 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Betsy Campbell Shelton's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 12, 2010 - Present
CHARLES FISH INVESTMENTS, INC.
May 9, 2008 - December 31, 2009
ROCKWATER MUNICIPAL ADVISORS, LLC
April 15, 1997 - December 31, 2009
CHARLES FISH INVESTMENTS, INC.
January 11, 1996 - November 21, 1996
WELLS FARGO SECURITIES, LLC
October 8, 1995 - February 1, 1996
M. R. BEAL & COMPANY
November 3, 1994 - October 8, 1995
SMITH MITCHELL INVESTMENT GROUP INC.
March 14, 1994 - September 26, 1994
HENDERSON CAPITAL PARTNERS, LLC
April 9, 1992 - August 8, 1996
MORGAN STANLEY DW INC.
November 21, 1991 - March 30, 1992
CAPITAL BROKERAGE CORPORATION
March 16, 1990 - April 30, 1990
IDS LIFE INSURANCE COMPANY
March 16, 1990 - April 30, 1990
AMERIPRISE FINANCIAL SERVICES, LLC
May 16, 1984 - May 10, 1988
CREDIT SUISSE SECURITIES (USA) LLC
July 14, 1982 - May 30, 1984
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
June 5, 1982 - August 13, 1982
MARSHALL AND MEYER BROKERAGE SERVICES, INC.
January 19, 1981 - July 14, 1982
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
Primary Firm SEC Registration
CHARLES FISH INVESTMENTS, INC.
CRD#: 110445 / SEC#: 801-52674
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/12/2010)
(3/19/2025)
Exams
Series 1
Date: 2/26/1973
Registered Representative ExaminationCurrent Firm
CHARLES FISH INVESTMENTS, INC.
CRD#: 110445 / SEC#: 801-52674
Contact information
SEC notice filing (2 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 51 |
| AUM (Assets Under Management) | $ 342,071,199 |
Red Flags
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