Shelby Anderson Lake

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/2008 → 01/2017
  Wrp Investments, Inc.
  Youngstown, OH
• 09/2014 → 01/2017
  Sterne Agee Financial Services, Inc.
  Centerville, OH
• 01/2015 → 01/2017
  Sterne Agee Investment Advisor Services, Inc.
  Birmingham, AL
• 01/2017 → Present
  Royal Alliance Associates
  Centerville, OH

Previous Registrations

• 2015-01-30 → 2017-01-18
  Stonex Advisors Inc.
  Birmingham, AL
• 2008-01-25 → 2015-01-30
  Wrp Investments, Inc.
  Centerville, OH
  Youngstown, OH
• 2003-06-26 → 2008-01-30
  Ameriprise Advisor Services, Inc.
  Dayton, OH
  Washington Township, OH

Other Businesses

1. ABS FINANCIAL GROUP, INC. POSITION: Co-President NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/01/2008 ADDRESS: 10793 Yankee St., Centerville OH 45458, United States DESCRIPTION: Financial Services Life, Disability, Long Term Care insurance Services

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-07-09
• S63 Uniform Securities Agent State Law Examination
  1999-09-22

Other Names

• Shelby Ranee Anderson
• Shelby Ranee Anderson
• Shelby Anderson Lake
• Shelby Ranee Anderson Lake