John CaffrayCRD Number: 6328039
Current Firm: Shelton Financial Group, Inc.
John Caffray (CRD# 6328039) is an Investment Advisor Representative working at Shelton Financial Group, Inc. in Fort Wayne, IN and has over 3 years of experience in the finance industry.
Creative Financial Designs, Inc.
Transamerica Financial Advisors, Inc.
Monarch Capital Management Inc.
|Comprehensive Asset Management & Servicing, Inc.||Parsippany, NJ||Aug 2014 - Current||3|
|Shelton Financial Group||Fort Wayne, IN||Jul 2014 - Current||3|
|Caffray Investments, LLC||Fort Wayne, IN||Aug 1995 - Current||22|
|Nai Harding Dahm||Fort Wayne, IN||Jan 2002 - Apr 2014||12|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2014|
|S63||Uniform Securities State Law Examination||Aug 2014|
Total Assets Under Management219MILLIONS
Total Number of Accounts1,143ACCOUNTS
Average Account Value$191,559
- 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
- Educational seminars/workshops
FL, IN, LA, OH, TX