John Shelton, financial advisor Albuquerque NM
93 score

John Shelton

CRD Number: 1356043
Current Firm: United Capital Financial Advisers

John Shelton (CRD# 1356043) is an Investment Advisor Representative working at United Capital Financial Advisers in Albuquerque, NM and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
United Capital Financial Advisers, LLC Newport Beach, CA Nov 2010 - Current 6
Msf Securities, Inc. Albuquerque, NM Feb 2004 - Nov 2011 7
Marketspace Financial, Inc. Albuquerque, NM Feb 2004 - Jul 2011 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1985
S65 NASAA Investment Advisors Law Examination Nov 1993
Contact Info for John R. Shelton
Phone Number: 949-999-8500
Registered State(s):
  • AZ
  • CA
  • NM
By the Numbers
  • Total Assets Under Management
    15,406
    MILLIONS
  • Total Number of Accounts
    48,598
    ACCOUNTS
  • Average Account Value
    $317,017
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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