Shelby Lynne Russell
Investment adviser representative at The Advisors Group
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$142.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Certified Divorce Financial AnalystOct 2019 to now
- Strategy, Inc. dba the Advisors GroupOct 2017 to now
- The Advisors GroupNov 2007 to now
- Signal Securities, Inc.Aug 2015 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
State registrations
Registered as an investment adviser representative in 1 state (TX).
The Advisors Group
Legal name: Strategy, Inc.
$142.4MAssets managed
194Clients
2Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5465869
- Firm CRD
- 290104