Sheldon Benge (CRD# 5409739) is an Investment Advisor Representative working at Advisor Resource Council in Roanoke, TX and has over 15 years of experience in the finance industry. Sheldon Benge 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.
CRD# 5009276
Hedgefield Wealth Management
CRD# 1255317
Osaic Wealth, Inc.
CRD# 2754150
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Advisor Resource Council (formerly: 360 Wealth Management, Llc) | Roanoke, TX | Oct 2016 - Current | 7 |
| Lpl Financial LLC | Roanoke, TX | Sep 2016 - Current | 7 |
| Wells Fargo Advisors LLC | Southlake, TX | Feb 2010 - Sep 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2008 |
- TX
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Total Assets Under Management2,453MILLIONS
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Total Number of Accounts12,244ACCOUNTS
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Average Account Value$200,328
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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