Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelley? Claim Your ProfileShelley Harris Moncrief is a financial advisor with LPL Financial LLC in Lafayette, Louisiana. Shelley has been in the financial services industry since 1988 and is a Certified Financial Planner. Shelley has a broad range of experience in the industry, working previously with firms like Merrill Lynch, Pierce, Fenner & Smith Incorporated and Capital One Investment Services LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
LA
05/19/2015 - Present
LPL Financial LLC (LAFAYETTE LA)
LA
01/02/2015 - 02/04/2015
CAPITAL ONE SHAREBUILDER, INC. (ABBEVILLE LA)
LA
05/31/2008 - 01/02/2015
CAPITAL ONE INVESTMENT SERVICES LLC (ABBEVILLE LA)
LA
03/13/1991 - 05/31/2008
CAPITAL ONE INVESTMENTS, LLC (LAFAYETTE LA)
NY
08/25/1988 - 02/20/1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 12/01/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Shelley Moncrief is the right advisor for you? Invested Better is here to help.
