Shelley Cole (CRD# 2554859) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Fairfield, CA and has over 29 years of experience in the finance industry.
CRD# 6424586
Global Retirement Partners LLC
CRD# 1245314
Wealth & Tax Planners LLC
CRD# 2238419
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2023 - Current | < 1 |
| Cole & Cole Financial Advisors | Fairfield, CA | Jul 2022 - Current | 1 |
| Cetera Advisor Networks LLC | El Segundo, CA | Jun 2021 - Current | 2 |
| Cole And Cole Group | Fairfield, CA | Sep 2006 - Current | 17 |
| Self Employed | Vallejo, CA | Nov 1979 - Current | 44 |
| Cole & Cole Realtors | Vallejo, CA | Nov 1979 - Current | 44 |
| Voya Financial Advisors | Des Moines, IA | Sep 2014 - Jun 2021 | 6 |
| Ing Financial Partners, Inc. | Des Moines, IA | Nov 2008 - Sep 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1995 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2003 |
- CA
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Total Assets Under Management104,469MILLIONS
-
Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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