SHELLY HALFORD BAKER is an investment adviser representative (IAR) with state registration records since 2005, appearing at 8 firms. Currently registered with COASTAL BRIDGE ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| COASTAL BRIDGE ADVISORS, LLC | 2026-07-09 | present | Yes |
| WADDELL & ASSOCIATES, LLC | 2022-07-26 | 2026-07-16 | — |
| B. RILEY WEALTH MANAGEMENT | 2021-07-12 | 2022-03-31 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2019-07-01 | 2021-03-12 | — |
| RAYMOND JAMES & ASSOCIATES, INC. | 2016-07-26 | 2017-08-28 | — |
| TRUIST INVESTMENT SERVICES, INC. | 2014-10-06 | 2016-07-29 | — |
| LEGACY WEALTH MANAGEMENT, LLC | 2009-10-09 | 2014-09-05 | — |
| WADDELL & ASSOCIATES INC | 2005-02-16 | 2009-01-13 | — |