Unclaimed Profile

Gwynne Kennett Shackelford

BBVA WEALTH SOLUTIONS INC.·HOUSTON, Texas

SIE, Series 7, Series 65, Series 66Clean record9 years registeredBBVA WEALTH SOLUTIONS INC.

2200 POST OAK BLVD., HOUSTON, TX 77056-4700CRD# 2617864Firm CRD# 110476

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gwynne Kennett Shackelford · HOUSTON, TX

Registration

CRD #2617864 · BBVA WEALTH SOLUTIONS INC. · 9 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BBVA WEALTH SOLUTIONS INC.

TRUIST ADVISORY SERVICES, INC.

Apr 2017 – Jan 2024

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 65

Series 66

Registration record

First registered · April 4, 2017

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PNC MANAGED ACCOUNT SOLUTIONS, INC.

CRD 110476 · SEC 801-56131

AUM

$588M

Regulatory assets under management

Employees

768 client accounts

Services offered by PNC MANAGED ACCOUNT SOLUTIONS, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at PNC MANAGED ACCOUNT SOLUTIONS, INC. →

Introduction

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Frequently Asked Questions

What services does Gwynne Kennett Shackelford offer?

Gwynne Kennett Shackelford specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Gwynne Kennett Shackelford's credentials?

Gwynne Kennett Shackelford is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gwynne Kennett Shackelford located?

Gwynne Kennett Shackelford is based in HOUSTON, Texas, last registered with BBVA WEALTH SOLUTIONS INC..

How does Gwynne Kennett Shackelford charge for services?

Gwynne Kennett Shackelford's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BBVA WEALTH SOLUTIONS INC.?

BBVA WEALTH SOLUTIONS INC. has approximately 21 employees and manages $588M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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