Shelby Bullion

VP - Financial Consultant

+1 650-614-2017

Financial credentials

  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

5 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2024-present
  • Financial Consultant Partner, Charles Schwab, 2022-2024
  • Investment Consultant, Charles Schwab, 2022-2022
  • FCA, Licensed Broker, Charles Schwab, 2021-2022
  • Fundraising & Special Events Manager, Louisiana Art & Science Museum, 2019-2021

Education

  • BS, Business, Texas A&M University

Personal interests and affiliations

  • Junior League of Palo Alto - Mid Peninsula

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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