Mckenna Sheldon (CRD# 7072453) is an Investment Advisor Representative working at Private Advisory Group LLC in Redmond, WA and has over 4 years of experience in the finance industry. Mckenna Sheldon has taken additional exams to become a Certified Financial Planner (CFP®).
CRD# 6886032
Capital Partners Wealth Management
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Private Advisory Group LLC | Draper, UT | Jun 2021 - Current | 3 |
Mountain America Credit Union | So. Ogden, UT | Apr 2016 - Jul 2021 | 5 |
Lpl Financial, LLC | So. Ogden, UT | Feb 2019 - Jun 2021 | 2 |
Aa Callisters | Taylorsville, UT | Nov 2015 - Apr 2016 | < 1 |
Rocky Mountain Outfitters | Midway, UT | Apr 2015 - Nov 2015 | < 1 |
Supersonic Car Wash | Murray, UT | Oct 2012 - Apr 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2019 |
- UT
-
Total Assets Under Management900MILLIONS
-
Total Number of Accounts1,818ACCOUNTS
-
Average Account Value$495,315
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, CO, FL, ID, NE, OR, TX, UT, WA
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