Unclaimed Profile

William Henry Shelor

TRENDLINE RESEARCH & MANAGEMENT CORP·GLEN ALLEN, Virginia

Clean recordTRENDLINE RESEARCH & MANAGEMENT CORP

4820 LAKE BROOK DRIVE, GLEN ALLEN, VA 23060-9285CRD# 421244Firm CRD# 105876

Profile Verification

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

Identity

William Henry Shelor · GLEN ALLEN, VA

Registration

CRD #421244 · TRENDLINE RESEARCH & MANAGEMENT CORP

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

William Henry Shelor is a registered financial advisor based in GLEN ALLEN, Virginia, affiliated with TRENDLINE RESEARCH & MANAGEMENT CORP. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

TRENDLINE RESEARCH & MANAGEMENT CORP

TRENDLINE CAPITAL MANAGEMENT

AUM

$52M

Regulatory assets under management

Employees

Total firm employees

View all advisors at TRENDLINE RESEARCH & MANAGEMENT CORP →

Services

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Commissions

Regulatory

SEC/IARD CRD# 421244

Firm CRD# 105876

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does William Henry Shelor offer?

William Henry Shelor specializes in Financial Planning, Investment Management. Contact their office in GLEN ALLEN, Virginia for a consultation.

What are William Henry Shelor's credentials?

William Henry Shelor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Henry Shelor located?

William Henry Shelor is based in GLEN ALLEN, Virginia, working with TRENDLINE RESEARCH & MANAGEMENT CORP. Their office serves clients in the GLEN ALLEN metropolitan area and surrounding communities.

How does William Henry Shelor charge for services?

William Henry Shelor's firm is compensated through percentage of aum, hourly charges, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRENDLINE RESEARCH & MANAGEMENT CORP?

TRENDLINE RESEARCH & MANAGEMENT CORP has approximately 1 employees and manages $52M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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