Michael Shelton (CRD# 6178299) is an Investment Advisor Representative working at 360 Wealth Consultants, LLC in Roanoke, VA and has over 10 years of experience in the finance industry.
CRD# 6307186
Raymond James Financial Services Advisors, Inc.
CRD# 2238939
Mutual Of Omaha Investor Services, Inc.
CRD# 4073561
Eagle Strategies LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 360 Wealth Consultants, LLC | Roanoke, VA | Dec 2020 - Current | 3 |
| 360 Wealth Solutions, LLC | Roanoke, VA | Aug 2020 - Current | 3 |
| 360 Tax Solutions, LLC | Roanoke, VA | Sep 2017 - Current | 6 |
| 360 Financial Solutions, LLC | Roanoke, VA | Apr 2016 - Current | 8 |
| Level Four Advisory Services | Plano, TX | Dec 2019 - Jul 2020 | < 1 |
| Lpl Financial, LLC | Roanoke, VA | May 2019 - Dec 2019 | < 1 |
| Colonial River Investments | Roanoke, VA | Apr 2019 - Dec 2019 | < 1 |
| The O.n. Equity Sales Company | Cincinnati, OH | Aug 2016 - May 2019 | 2 |
| Ohio National Financial Services | Cincinnati, OH | Sep 2015 - May 2019 | 3 |
| Voya Financial Advisors | Roanoke, VA | Oct 2014 - May 2016 | 1 |
| Mml Investors Services, LLC | Roanoke, VA | Aug 2014 - Sep 2014 | < 1 |
| Massachusetts Mutual Life Insurance Co | Roanoke, VA | Jul 2014 - Sep 2014 | < 1 |
| Nylife Securities LLC | Roanoke, VA | Jul 2013 - Jul 2014 | 1 |
| New York Life Ins Co | Roanoke, VA | Mar 2013 - Jul 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2013 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2014 |
- VA
-
Total Assets Under Management16MILLIONS
-
Total Number of Accounts121ACCOUNTS
-
Average Account Value$134,155
- 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
- Selection of other advisers (including private fund managers)
VA
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