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Renee W Shirley

COMMONWEALTH FINANCIAL PLANNERS INC·ROSWELL, Georgia
Clean recordCOMMONWEALTH FINANCIAL PLANNERS INC
1033 CANTON STREET, ROSWELL, GA 30075CRD# 2616984Firm CRD# 106831

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Renee W Shirley · ROSWELL, GA
Registration
CRD #2616984 · COMMONWEALTH FINANCIAL PLANNERS INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Renee W Shirley is a registered financial advisor based in ROSWELL, Georgia, affiliated with COMMONWEALTH FINANCIAL PLANNERS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
COMMONWEALTH FINANCIAL PLANNERS INC
COMMONWEALTH FINANCIAL PLANNERS INC
AUM
$180M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at COMMONWEALTH FINANCIAL PLANNERS INC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2616984
Firm CRD# 106831
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Renee W Shirley offer?
Renee W Shirley specializes in Financial Planning, Investment Management. Contact their office in ROSWELL, Georgia for a consultation.
What are Renee W Shirley's credentials?
Renee W Shirley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Renee W Shirley located?
Renee W Shirley is based in ROSWELL, Georgia, working with COMMONWEALTH FINANCIAL PLANNERS INC. Their office serves clients in the ROSWELL metropolitan area and surrounding communities.
How does Renee W Shirley charge for services?
Renee W Shirley's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COMMONWEALTH FINANCIAL PLANNERS INC?
COMMONWEALTH FINANCIAL PLANNERS INC has approximately 4 employees and manages $180M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at COMMONWEALTH FINANCIAL PLANNERS INC

Michael Patrick Agurkis
ROSWELL, GA
Norman Douglas Shirley
ROSWELL, GA

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Research
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