Advisor at The Advisors Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
The Advisors Group
Location
Lubbock, TX 79424
Credentials
CFP®, Series 63
Industry experience
13 years
Shelby Russell is a CFP®-certified financial advisor with 13 years of industry experience, currently practicing at The Advisors Group in Lubbock, TX. She has served as a Certified Divorce Financial Analyst since 2019 and holds a Series 63 license. Prior to her current role, she worked at Signal Securities, Inc. and has been affiliated with The Advisors Group in various capacities since 2007. Outside of advising, she is a licensed independent insurance agent. The Advisors Group provides personalized financial planning and discretionary investment management to individuals, trusts, estates, and small businesses, serving both individual and high-net-worth clients. The firm manages approximately $142 million across about 192 clients and employs a mix of ETFs, mutual funds, individual equities, and fixed income within customized investment strategies.
Based on The Advisors Group
$0 - $500,000: Up to 1.50% $500,000+: 1.0% $0+: 0.5% for 529 accounts
$175 per hour
Account minimum: $250,000
12002 Trafalgar Avenue, Suite 102
Lubbock, TX 79424
Texas
Certified Divorce Financial Analyst
2019 - Present (7 years)
Strategy, Inc. Dba The Advisors Group
2017 - Present (9 years)
Signal Securities, Inc.
2015 - 2017 (2 years)
The Advisors Group
2007 - 2018 (11 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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