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Shelton Daniels

12 Years of Experience
Fort Worth, TX
Broker

Shelton Daniels is a registered investment advisor, based in Fort Worth, TX, with 12 years of industry experience.

Location

1 Firstcomm Plaza, Fort Worth, TX, 76109

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History

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.

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Other Business Activities

Shelton is a Professor of Military Science with the US Army Reserves at Norfolk State University since 2013, teaching and training ROTC students. This takes about 10-20% of Shelton's time, with minimal time spent during securities trading hours.

Employment History
Current Registrations
First Command Brokerage Services, INC.Broker
August 2019 - Present · 6 yrs 9 mos
First Command Advisory Services
August 2019 - Present · 6 yrs 9 mos
First Command Brokerage Services, INC.
August 2019 - Present · 6 yrs 9 mos
Previous Registrations
First Command Advisory Services
December 2015 - February 2019 · 3 yrs 2 mos
First Command Financial Planning, INC.
July 2013 - December 2015 · 2 yrs 5 mos
First Command Financial Planning, INC.Broker
April 2013 - February 2019 · 5 yrs 10 mos
State Registrations11 states
CADCFLIAMDMONCSDTNTXVA
AdvisorBrokerBoth

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.
Shelton Daniels - Financial Advisor | TrueAdvisor