AdFi
WT

Walker Thomas Shelton

Investment Adviser Representative at Verum Partners LLC

Charlotte, NCCRD #5838615Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
16 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Walker Thomas Shelton is an investment adviser representative with Verum Partners LLC in Charlotte, NC, where they have been registered since 2023. They have worked in the securities industry since 2010 and have been registered with 3 firms, including Carolinas Wealth Consulting LLC and Carolinas Investment Consulting LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in North Carolina.

Office

2333 Randolph Road, Suite 250
Charlotte, NC 28207

Advisors at this office: 15

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
North Carolina

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 4/25/2011
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 11/6/2010

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Verum Partners LLCCurrent
8/15/2023 – Charlotte, NC
Carolinas Wealth Consulting LLC
5/15/2019 – 8/16/2023Charlotte, NC
Carolinas Investment Consulting LLC
6/28/2013 – 4/17/2001Charlotte, NC

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Carolinas Investment Consulting LLC
    Jun 2013 – Aug 2023Charlotte, NC
  2. Carolinas Wealth Consulting LLC
    May 2019 – Aug 2023Charlotte, NC
  3. Verum Partners LLC
    Aug 2023 – no end date reportedCharlotte, NC

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Verum Partners LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
16
Offices listed on AdvisorFinder:
1
Main office:
Charlotte, NC
SEC file number:
801-115236

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of July 13, 2026

View full firm profile

Other advisors at Verum Partners LLC

Showing 12 of 16 in the directory

View Verum Partners LLC firm profile

Similar advisors in Charlotte, NC

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Walker Thomas Shelton has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched