Shelby Lynne Russell

Employer firm

The Advisors Group CRD 290104

$142M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 11/2007 → 11/2018
  The Advisors Group
  Lubbock, TX
• 08/2015 → 12/2017
  Signal Securities, Inc.
  Fort Worth, TX
• 10/2017 → Present
  Strategy, Inc. Dba The Advisors Group
  Lubbock, TX
• 10/2019 → Present
  Certified Divorce Financial Analyst
  Lubbock, TX

Previous Registrations

• 2013-03-11 → 2018-11-28
  The Advisors Group
  Lubbock, TX

Other Businesses

1) INDEPENDENT INSURANCE AGENT, LICENSED AS LIFE, ACCIDENT, HEALTH, AGENT SINCE 6/2008, BOTH INVESTMENT AND NON-INVESTMENT RELATED, 12002 TRAFALGAR AVENUE, STE. 102, LUBBOCK, TEXAS 79424, APPROXIMATELY 8 HOURS PER MONTH, 0 HOURS DURING TRADING HOURS, REVIEW EXISTING CONTRACTS, MAKE RECOMMENDATIONS, AND OCCASIONALLY OBTAIN QUOTES AND SELL POLICIES AS NEEDED. 2)CDFA, non-investment related, 12002 Trafalgar Avenue, Suite 102, financial professional skilled at analyzing data and providing expertise on the financial issues of divorce, CDFA, 10/2019, 3 hours per month, 0 hours per month

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-11-04

Designations

• Certified Financial Planner

Other Names

• Shelby L Russell