Steven ShackelfordCRD Number: 6168664
Current Firm: Cnl Fund Advisors Company
Steven Shackelford (CRD# 6168664) is an Investment Advisor Representative working at Cnl Fund Advisors Company in Orlando, FL and has over 3 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Alconbury Trust L.l.c
|Cnl Financial Group||Orlando, FL||Apr 2007 - Current||10|
|Trustreet Properties/cnlrp||Orlando, FL||Sep 1999 - Apr 2007||7|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2013|
Total Assets Under Management4MILLIONS
Total Number of Accounts1ACCOUNTS
Average Account Value$4,045,125
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for investment companies (as well as "business development companies")