Donald SheltonCRD Number: 5675852
Current Firm: Simplicity Wealth
Donald Shelton (CRD# 5675852) is an Investment Advisor Representative working at Simplicity Wealth in Summit, NJ and has over 6 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
|Precise Loans, LLC||Miami, FL||Feb 2020 - Current||3|
|Precise Graphics, LLC||Miami, FL||Feb 2020 - Current||3|
|Precise Realty, LLC||Miami, FL||Feb 2020 - Current||3|
|Precise Capital, LLC||Miami, FL||Feb 2020 - Current||3|
|Precise Financial, LLC||Miami, FL||Feb 2020 - Current||3|
|Precise Holdings, LLC||Miami, FL||Jan 2020 - Current||3|
|Simplicity Wealth, LLC||Summit, NJ||Oct 2019 - Current||3|
|Vivid Dental Labs, LLC||Miami, FL||Apr 2019 - Current||4|
|Senior Advisor Corporation||Miami, FL||Jan 2005 - Feb 2020||15|
|Wealth Watch Advisors||Englewood, CO||Jul 2018 - Oct 2019||1|
|Ae Wealth Management, LLC||Topeka, KS||Sep 2017 - Jul 2018||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2017|
Total Assets Under Management201MILLIONS
Total Number of Accounts2,342ACCOUNTS
Average Account Value$85,839
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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