Amy Jo Shelby

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2014 → 04/2024
  Cetera Investment Advisers Llc
  Duncan, OK
• 04/2024 → Present
  Lpl Financial
  Lawton, OK
• 04/2024 → Present
  Internat'L Bank Of Commerce Ok
  Lawton, OK

Previous Registrations

• 2014-01-21 → 2024-04-11
  Cetera Investment Advisers Llc
  Duncan, OK
• 2008-07-25 → 2014-01-21
  Cetera Investment Services Llc
  Duncan, OK
  Duncan, OK
• 2006-03-17 → 2008-07-10
  Arvest Wealth Management
  Duncan, OK
  Duncan, OK

Other Businesses

1) 04/2024 - Internat'L Bank of Commerce OK / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)

Exams

• S66 Uniform Combined State Law Examination
  2006-03-16
• S63 Uniform Securities Agent State Law Examination
  2001-04-16

Other Names

• Amy Jo Bruner