Gloria Sheline, financial advisor Maumee OH
96 score

Gloria Sheline

CRD Number: 4480575
Current Firm: Camelot Advisors, LLC

Gloria Sheline (CRD# 4480575) is an Investment Advisor Representative working at Camelot Advisors, LLC in Maumee, OH and has over 13 years of experience in the finance industry. Gloria Sheline has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Sep 2015 - Current 1
Camelot Advisors LLC Maumee, OH Aug 2015 - Current 1
Next Financial Group Inc. Toledo, OH Aug 2009 - Aug 2015 6
Mutual Service Corporation Toledo, OH Nov 2007 - Aug 2009 1
Fsc Securities Corporation Toledo, OH Dec 2003 - Nov 2007 3
Asset Dynamics, Inc. Toledo, OH Dec 2003 - Nov 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2003
Contact Info for Gloria J. Sheline
Phone Number: 419-794-0538
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    54
    MILLIONS
  • Total Number of Accounts
    388
    ACCOUNTS
  • Average Account Value
    $139,244
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AL, IN, MO, OH, SC

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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