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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-18-2000
- Office Locations
- 1
Office Locations
About WRS Financial Services, L.l.c.
WRS Financial Services (WRS CPA, Tuscaloosa, AL) pairs wealth management with a full-service accounting practice, emphasizing hands-on, responsive service built over 30+ years. The firm supports clients with financial and tax planning, insurance, retirement plan guidance, and portfolio construction, with portfolios invested primarily in equities and corporate bonds. Custody includes Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Vehicles
Services
Technology
Owner & Executives
STEVEN ALEXANDER SHELTON
President
- CRD
- #4652932
- Ownership
- 75% or more
CINDY THOMASON SAVAGE
VICE PRESIDENT
- CRD
- #4652938
- Ownership
- 5% but less than 10%
Showing 2 of 5 owners & executives
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WILLIAM PAUL RAY
Former Shareholder
- CRD
- #4652934
BRYAN GEOFFREY ROBINSON
Financial Advisor
- CRD
- #5805148
Showing 2 of 9 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,250,901 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,250,901 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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