Joshua Fudge (CRD# 5266838) is an Investment Advisor Representative working at Shelton Capital Management in Denver, CO and has over 17 years of experience in the finance industry.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Shelton Capital Management | Denver, CO | Oct 2019 - Current | 4 |
Rbc Capital Markets, LLC | Denver, CO | Jul 2016 - Sep 2019 | 3 |
Rbc Capital Markets, LLC | Denver, CO | May 2016 - Jun 2016 | < 1 |
Foreside Funds Distributors LLC | Berwyn, PA | Sep 2013 - Feb 2016 | 2 |
Whv Investments, Inc. | San Francisco, CA | Sep 2013 - Feb 2016 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 2007 |
S65 | NASAA Investment Advisors Law Examination | Jun 2016 |
- CA
- CO
- CT
-
Total Assets Under Management4,785MILLIONS
-
Total Number of Accounts1,042ACCOUNTS
-
Average Account Value$4,591,886
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
AL, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, ND, NE, NJ, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI
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