Shelly
Braden
Pbmares Wealth Management LLC
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About this Advisor
Shelly Braden is a financial advisor based in Williamsburg, Virginia, working with Pbmares Wealth Management LLC. Shelly has previously held positions at Kls Professional Advisors Group, LLC, Pbmares Wealth Management LLC, Cornerstone Wealth, and Commonwealth Financial Network. Shelly has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in North Carolina, Texas, and Virginia. Currently, Shelly is part of Pbmares Wealth Management LLC, which operates out of Williamsburg, Virginia. The firm has 11 offices and 20 employees. The firm manages assets totaling $1.1 billion and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Pbmares Wealth Management LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Pbmares Wealth Management LLC Brokerage Details
$1,137,134,970
20
2,421
$469,696
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Shelly Braden Work History
Pbmares Wealth Management LLC
Pbmares Wealth Management LLC
Cornerstone Wealth
Commonwealth Financial Network
Kls Professional Advisors Group, LLC
Disclosures
Please visit the SEC profile of Shelly Braden to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Pbmares Wealth Management LLC
Williamsburg, VA
Harrisonburg, VA
Fredericksburg, VA
Fairfax, VA
Fairfax, VA
Harrisonburg, VA
Williamsburg, VA
Fairfax, VA
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