Unclaimed Profile

William Henry Shelor

TRENDLINE RESEARCH & MANAGEMENT CORP·GLEN ALLEN, Virginia

SIE, Series 1, Series 7TO, Series 63, Series 65Clean record37 years registeredTRENDLINE 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 · 37 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TRENDLINE RESEARCH & MANAGEMENT CORP

TRENDLINE CAPITAL MANAGEMENT

Feb 1989 – Oct 2014

GLEN ALLEN, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 7TO

Series 63

Series 65

Registration record

First registered · February 23, 1989

Years registered · 37

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRENDLINE RESEARCH & MANAGEMENT CORP

CRD 105876 · SEC 801-32090

AUM

$52M

Regulatory assets under management

Employees

494 client accounts

Services offered by TRENDLINE RESEARCH & MANAGEMENT CORP

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at TRENDLINE RESEARCH & MANAGEMENT CORP →

Introduction

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Frequently Asked Questions

What services does William Henry Shelor offer?

William Henry Shelor specializes in Financial Planning, Investment Management.

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, last registered with TRENDLINE RESEARCH & MANAGEMENT CORP.

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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