Shelley Crump (CRD# 1710528) is an Investment Advisor Representative working at Demars Financial Group LLC in Spokane Valley, WA and has over 36 years of experience in the finance industry.
CRD# 5310745
Selkirk Wealth Advisors, LLC
CRD# 7057448
Charles Schwab & Company, Inc.
CRD# 1341565
D.a. Davidson & Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Demars Financial Group | Spokane, WA | Nov 2020 - Current | 3 |
| Crown Capital Securities | Spokane, WA | Oct 2020 - Current | 3 |
| Shelley Crump Sole Proprietor | Spokane, WA | Jan 1997 - Current | 27 |
| Centarus | Anaheim, CA | Aug 2013 - Jan 2020 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1987 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1997 |
- WA
-
Total Assets Under Management232MILLIONS
-
Total Number of Accounts452ACCOUNTS
-
Average Account Value$514,265
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AZ, ID, MT, OR, TX, UT, WA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.