BS
BS
Belinda Sheffield
28 Years of Experience
St. Petersburg, FL
Belinda Sheffield is a registered investment advisor at Asset Advisory Group, INC., based in St. Petersburg, FL, with 28 years of industry experience. Belinda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 67 clients with $70M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$70.0M
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Location
St. Petersburg, FL
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Asset Advisory Group, INC.
July 1997 - Present · 28 yrs 10 mos
State Registrations1 state
FL
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.