Sheldon Drake (CRD# 2202778) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Chesterfield, VA and has over 32 years of experience in the finance industry.
CRD# 1266966
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 864358
Frontier Financial Partners, LLC
CRD# 6404324
Davenport & Company LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Chesterfield, VA | Sep 2023 - Current | < 1 |
| Sagepoint Financial | Chesterfield, VA | Jun 2015 - Current | 8 |
| Drake Hughes & Associates | Chesterfield, VA | Jan 2001 - Current | 23 |
| Questar Asset Management | Minneapolis, MN | Aug 2014 - Jun 2015 | < 1 |
| Questar Capital Corporation | Chesterfield, VA | Dec 2006 - Jun 2015 | 8 |
| Usallianz Securities Inc. | Minneapolis, MN | Sep 1999 - Jun 2015 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1993 |
| S65 | NASAA Investment Advisors Law Examination | Apr 1992 |
- VA
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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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