Shellissa Cassoday (CRD# 7374614) is an Investment Advisor Representative working at The Ameriflex Group in Bandon, OR and has over 2 years of experience in the finance industry.
CRD# 5150314
Edward Jones
CRD# 6713981
Edward Jones
CRD# 6300361
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Bandon, OR | Sep 2023 - Current | < 1 |
| The Ameriflex Group, Inc. | Bandon, OR | Mar 2022 - Current | 2 |
| Sagepoint Financial, Inc. | Brandon, OR | Jul 2021 - Current | 2 |
| Social Security Administration | North Bend, OR | Jun 2018 - Jul 2021 | 3 |
| Bandon School District | Bandon, OR | Mar 2018 - Jun 2018 | < 1 |
| Unemployed | Bandon, OR | Jan 2018 - Mar 2018 | < 1 |
| Cardas Audio | Bandon, OR | Jan 2015 - Jan 2018 | 3 |
| Bandon Dunes Golf Resort | Bandon, OR | Apr 2014 - Aug 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2021 |
- OR
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Total Assets Under Management6,522MILLIONS
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Total Number of Accounts16,327ACCOUNTS
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Average Account Value$399,485
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
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