Cynthia Shelton (CRD# 3063251) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Stafford, TX and has over 25 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities America Advisors | Stafford, TX | Dec 2018 - Current | 5 |
| Securities America, Inc. | Stafford, TX | Dec 2018 - Current | 5 |
| Cindy Shelton, Cpa, Pllc | Stafford, TX | Jan 2015 - Current | 9 |
| 1st Global Insurance Services, Inc. | Houston, TX | Mar 2006 - Nov 2018 | 12 |
| 1st Global Advisors, Inc. | Houston, TX | Oct 1999 - Nov 2018 | 19 |
| 1st Global Capital Corp. | Houston, TX | May 1998 - Nov 2018 | 20 |
| Cynthia E. Hoelscher, Cpa, Pllc | Houston, TX | Jan 2007 - Jan 2015 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1998 |
| S65 | NASAA Investment Advisors Law Examination | Feb 1999 |
- TX
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Total Assets Under Management40,420MILLIONS
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Total Number of Accounts211,150ACCOUNTS
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Average Account Value$191,430
- A percentage of assets under your management
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- Educational seminars/workshops
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