John Sheets (CRD# 4345695) is an Investment Advisor Representative working at Sheets Smith Wealth Management in Winston Salem, NC and has 1 year of experience in the finance industry. John Sheets 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# 1821508
Ubs Financial Services Inc.
CRD# 6683568
Principal Securities, Inc.
CRD# 1868078
Cgn Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sheets Smith Wealth Management | Winston-salem, NC | Aug 2017 - Current | 6 |
| Sheets Smith Wealth Mgmt | Winston-salem, NC | Oct 1982 - Aug 2017 | 34 |
- NC
-
Total Assets Under Management1,066MILLIONS
-
Total Number of Accounts945ACCOUNTS
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Average Account Value$1,128,335
- A percentage of assets under your management
- 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)
CA, FL, GA, IN, LA, MD, NC, SC, TX, VA
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