Walker
Shelton

Carolinas Investment Consulting LLC

CRD#5838615
Investment Advisor
in Charlotte, NC
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About this Advisor

Walker Shelton is a certified financial planner who works in Charlotte, North Carolina, who has been in the industry for 14 years. Shelton is on the advisory team at Carolinas Investment Consulting LLC. Over the course of their career, Shelton has held roles at Brian Battle & Associates, Appalachian State University, Sports Fanatic, Carolinas Investment Consulting LLC, Ameriprise Financial Services, Inc and The Vanguard Group, Inc. Shelton maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in North Carolina. Carolinas Investment Consulting LLC is a business that has its headquarters in Charlotte, North Carolina. It oversees $1 billion in assets among its 712 client accounts, placing it among the largest firms in the nation by assets under management. Of its 712 accounts, 41% are associated with high-net-worth individuals who have more than $1 million in investable assets. Carolinas Investment Consulting LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fees largely are based on the type of financial services provided. Fee types charged by Carolinas Investment Consulting LLC most likely include some blend of asset-based and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

5605 Carnegie Boulevard - Suite 400
Charlotte, NC 28209

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Carolinas Investment Consulting LLC Brokerage Details

Total Assets Under Management

$1,489,211,624

NC Average: $3,625,019,099
Total Number of Employees

25

NC Average: 22
Total Number of Accounts

693

NC Average: 1,917
Average Account Size

$2,148,935

NC Average: $1,890,985

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Walker Shelton Work History

Walker has 14 years of experience.

2013 - Present (6 years)

Carolinas Investment Consulting LLC

2011 - 2013 (2 years)

The Vanguard Group, Inc

2010 - 2010 (< 1 year)

Brian Battle & Associates

2010 - 2011 (1 year)

Ameriprise Financial Services, Inc

2005 - 2009 (4 years)

Sports Fanatic

2004 - 2009 (5 years)

Appalachian State University

Disclosures

Walker Shelton has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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