Sheldon HarberCRD Number: 867340
Current Firm: Visionary Wealth Advisors, LLC
Sheldon Harber (CRD# 867340) is an Investment Advisor Representative working at Visionary Wealth Advisors, LLC in Saint Louis, MO and has over 38 years of experience in the finance industry. Sheldon Harber 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.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Carsonallaria Wealth Management, Ltd.
|Visionary Wealth Advisors||St. Louis, MO||Jun 2016 - Current||1|
|Visionary Wealth Advisors||St. Louis, MO||Jan 2016 - Jun 2016||< 1|
|Geneos Wealth Management, Inc.||St. Louis, MO||Aug 2014 - Jan 2016||1|
|Asset Strategies, Inc.||St. Louis, MO||Nov 2005 - Dec 2015||10|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Nov 2006 - Aug 2014||7|
|Cambridge Investment Research, Inc.||Fairfield, IA||Nov 2002 - Aug 2014||11|
|The Planning Group, Inc.||St. Louis, MO||Apr 1985 - Mar 2007||21|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1979|
|S65||NASAA Investment Advisors Law Examination||Feb 1997|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
- Regulatory Event
Total Assets Under Management348MILLIONS
Total Number of Accounts1,731ACCOUNTS
Average Account Value$200,867
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, IL, KS, MO, MS, NC, PA, TN, TX, VA