Belinda Sheffield, financial advisor Saint Petersburg FL

Belinda Sheffield

CRD Number: 1030646
Current Firm: Asset Advisory Group, Inc.

Belinda Sheffield (CRD# 1030646) is an Investment Advisor Representative working at Asset Advisory Group, Inc. in Saint Petersburg, FL and has over 41 years of experience in the finance industry.

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Company Name Location Dates Years
Asset Advisory Group Inc. St. Petersburg, FL Apr 1990 - Current 33
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1982
Contact Info for Belinda J. Sheffield
Phone Number: 727-821-4754
Registered State(s):
  • FL
Current Firm Details
Asset Advisory Group, Inc.
Firm's CRD Number: 141612
By the Numbers
  • Total Assets Under Management
    46
    MILLIONS
  • Total Number of Accounts
    60
    ACCOUNTS
  • Average Account Value
    $766,667
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

FL

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