Shelby Williams
Investment adviser representative at Wells Fargo Advisors
10 yearsExperience
2 statesRegistered in
$671.4BFirm assets
36 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 assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Wells Fargo Clearing Services, LLCOct 2023 to now
- Edward JonesSep 2022 to Oct 2023
- Westpac Wealth PartnersOct 2021 to Sep 2022
- Guardian Life Insurance CompanyOct 2021 to Jul 2022
- Park Avenue SecuritiesOct 2021 to Jul 2022
- Shamrock PavingMay 2019 to Oct 2021
- Max Kuney ConstructionJul 2017 to Apr 2019
- Orion Marine GroupJul 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Wells Fargo Advisors
Legal name: Wells Fargo Clearing Services, LLC
$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 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
- 7456373
- Firm CRD
- 19616