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Shelby Lynne Russell

STRATEGY, INC.·LUBBOCK, Texas
SIE, Series 6, Series 63CFPClean record13 years registeredSTRATEGY, INC.
12002 TRAFALGAR AVENUE, LUBBOCK, TX 79424CRD# 5465869Firm CRD# 290104

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Shelby Lynne Russell · LUBBOCK, TX
Registration
CRD #5465869 · STRATEGY, INC. · 13 years registered
Brand Profile
Not yet started
01

Career History

THE ADVISORS GROUP
Dec 2017 – present
THE ADVISORS GROUP
Mar 2013 – Nov 2018
LUBBOCK, TX
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 63
Registration record
First registered · March 11, 2013
Years registered · 13
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
STRATEGY, INC.
CRD 290104 · SEC 801-130764
AUM
$110M
Regulatory assets under management
Employees
4
504 client accounts
Services offered by STRATEGY, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at STRATEGY, INC. →
Introduction

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05

Frequently Asked Questions

What services does Shelby Lynne Russell offer?
Shelby Lynne Russell specializes in Financial Planning, Investment Management. Contact their office in LUBBOCK, Texas for a consultation.
What are Shelby Lynne Russell's credentials?
Shelby Lynne Russell holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Shelby Lynne Russell located?
Shelby Lynne Russell is based in LUBBOCK, Texas, working with STRATEGY, INC.. Their office serves clients in the LUBBOCK metropolitan area and surrounding communities.
How does Shelby Lynne Russell charge for services?
Shelby Lynne Russell'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 STRATEGY, INC.?
STRATEGY, INC. has approximately 4 employees and manages $110M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at STRATEGY, INC.

John Howard Russell
LUBBOCK, TX
CFP

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