Lashaun Mona Shelby
Investment adviser representative at Cetera Investment Advisers LLC
11 yearsExperience
2 statesRegistered in
$256.8BFirm assets
42 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Cetera Investment Advisers LLCJun 2023 to now
- Cetera Wealth Services, LLCOct 2022 to now
- Divorce Financial Consultants, LLCDec 2020 to now
- Dkgb FinancialDec 2020 to now
- Ffec Wealth PartnersDec 2020 to now
- Cetera Advisor NetworksApr 2022 to Oct 2022
- First Financial Equity CorporationDec 2020 to Apr 2022
- Uc Berkeley/dalton EducationMay 2020 to Jul 2021
- HomemakingMay 2020 to Dec 2020
- Sierra Vista Unified Public Schools No. 68Jul 2019 to May 2020
- HomemakingMar 2019 to Jul 2019
- WorkivaNov 2015 to Mar 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 7319220
- Firm CRD
- 105644