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Shelby Lynne Russell

STRATEGY, INC.·LUBBOCK, Texas
Clean recordSTRATEGY, 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Shelby Lynne Russell is a registered financial advisor based in LUBBOCK, Texas, affiliated with STRATEGY, 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
STRATEGY, INC.
THE ADVISORS GROUP
AUM
$110M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at STRATEGY, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 5465869
Firm CRD# 290104
View on FINRA BrokerCheck →

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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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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
Sherryle Lynne Cantu
LUBBOCK, TX

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