What departments does Shifley and Associates have?

Shifley and Associates has employees across 1 departments including Consultant.

What is the largest department at Shifley and Associates?

The largest department at Shifley and Associates is Consultant with 1 employees.

Where are Shifley and Associates employees located globally?

Shifley and Associates has employees across 1 continents and 1 countries including United States Of America.

How has Shifley and Associates's team size changed over time?

Shifley and Associates's team has remained stable from approximately 2 to 2 employees based on available data.

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Shifley and Associates Employee Directory

Financial ServicesNorth Carolina, United States2-10 Employees

Shifley and Associates is a financial services company based in Waxhaw, North Carolina, that provides personal financial consulting for retirees, professionals, and business owners. The firm emphasizes tailored guidance aimed at individuals managing successful careers and retirement, with its structure aligned to registered principal activities through Cambridge Investment Research, a broker/dealer, and Cambridge Investment Research Advisors, an registered investment advisor, noting that the two entities are not affiliated with each other. The organization operates in a boutique capacity, reflecting a small team that serves a specialized client base seeking planning and advisory support in managing finances over the long term.

Shifley and Associates Global Highlights

North America
3

United States Of America
3

Shifley and Associates's Leadership

T. S.
Financial Consultant
Mobile Phone
Email
L. S.
Mobile Phone
Email

Shifley and Associates Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Shifley and Associates

Name

Title

Contact

Location

Last Update

T. S.
Financial Consultant
Mobile Phone
Email
United StatesNorth Carolina
Jun 28, 2026
L. S.
Mobile Phone
Email
UNITED STATES
Mar 08, 2023

Frequently Asked Questions

What is Shifley and Associates known for?

Shifley and Associates operates in the Financial Services industry. Explore Shifley and Associates's company overview page for more information.

What is Shifley and Associates's most common email format?

Shifley and Associates employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Shifley and Associates email formats with LeadIQ.

How many employees does Shifley and Associates have currently?

Shifley and Associates has approximately 2 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Shifley and Associates's key employees and leadership?

As of August 2026, Shifley and Associates's key employees include:

Financial Consultant: T. S.
: L. S.

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Shifley and Associates Employee Directory

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