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William Henry Shelor

TRENDLINE RESEARCH & MANAGEMENT CORP·GLEN ALLEN, Virginia
Unclaimed Profile
4820 LAKE BROOK DRIVE, GLEN ALLEN, VA 23060-9285CRD# 421244Firm CRD# 105876
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
TRENDLINE RESEARCH & MANAGEMENT CORP
TRENDLINE CAPITAL MANAGEMENT
AUM
$52M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at TRENDLINE RESEARCH & MANAGEMENT CORP →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Commissions
Regulatory
SEC/IARD CRD# 421244
Firm CRD# 105876
No disclosures on file
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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Other advisors in GLEN ALLEN
Mark W. Claud — LINGERFELT COMMONWEALTH PARTNERS, LLCRobin Ransom — LINGERFELT COMMONWEALTH PARTNERS, LLCJames J Donlin — CAPITOL SECURITIES MANAGEMENT, INC.Lia Bettenhausen Goff — CAPITOL SECURITIES MANAGEMENT, INC.Kenneth Scott Strickler — LINGERFELT COMMONWEALTH PARTNERS, LLC
Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
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