Joel Sheldon (CRD# 5623616) is an Investment Advisor Representative working at Money Concepts Advisory Service in Palm Beach Gardens, FL and has over 14 years of experience in the finance industry.
CRD# 4359773
Cresset Asset Management, LLC
CRD# 5650780
Raymond James Financial Services Advisors, Inc.
CRD# 2459986
Wells Fargo Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Money Concepts Capital Corp. | Placentia, CA | Nov 2023 - Current | < 1 |
| Crown Capital Securities, LP | Orange, CA | Jan 2020 - Nov 2023 | 3 |
| Lincoln Financial Advisors | Irvine, CA | Apr 2016 - Jan 2020 | 3 |
| Mark Stewart Securities, Inc. | Tomas, CA | Apr 2010 - Apr 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2009 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2012 |
- CA
-
Total Assets Under Management2,904MILLIONS
-
Total Number of Accounts14,363ACCOUNTS
-
Average Account Value$202,187
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
VI
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