Shelley Bond Holbrooks

Employer firm

Benjamin F. Edwards & Company, Inc. CRD 146936

$18.9B regulatory AUM 23 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

• 06/2014 → Present
  Benjamin F Edwards & Co
  Clemson, SC

Previous Registrations

• 2008-01-01 → 2014-06-30
  Wells Fargo Clearing Services, Llc
  Seneca, SC
• 2005-08-22 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Seneca, SC
  Seneca, SC
  St. Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2005-08-19
• S63 Uniform Securities Agent State Law Examination
  1998-10-13

Other Names

• Shelley Rae Bond
• Shelley Bond Holbrooks