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Shelley Boyd Mcafee

HARRIS PRESTON & PARTNERS, LLC·AUSTIN, Texas
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2901 VIA FORTUNA, AUSTIN, TX 78746CRD# 4485484Firm CRD# 160068
01

About

Shelley Boyd Mcafee is a registered financial advisor based in AUSTIN, Texas, affiliated with HARRIS PRESTON & PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
HARRIS PRESTON & PARTNERS, LLC
HARRIS PRESTON & PARTNERS, LLC
AUM
$647M
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at HARRIS PRESTON & PARTNERS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Other: PERFORMANCE ALLOCATION
Regulatory
SEC/IARD CRD# 4485484
Firm CRD# 160068
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Shelley Boyd Mcafee offer?
Shelley Boyd Mcafee specializes in Retirement Planning. Contact their office in AUSTIN, Texas for a consultation.
What are Shelley Boyd Mcafee's credentials?
Shelley Boyd Mcafee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Shelley Boyd Mcafee located?
Shelley Boyd Mcafee is based in AUSTIN, Texas, working with HARRIS PRESTON & PARTNERS, LLC. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.
How does Shelley Boyd Mcafee charge for services?
Shelley Boyd Mcafee's firm is compensated through percentage of aum, other: performance allocation. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HARRIS PRESTON & PARTNERS, LLC?
HARRIS PRESTON & PARTNERS, LLC has approximately 17 employees and manages $647M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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