Shellissa Cassoday is a CFP-designated registered investment advisor, based in Bandon, OR, with 4 years of industry experience.
Location
Bandon, OR
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Shellissa owns an online audio equipment sales business, is an independent agent selling life insurance and annuities, and is a financial advisor for The Ameriflex Group, Bridges Wealth Management, and Pacific Pines Financial, LLC. She also works as a notary public.
Employment History
Current Registrations
Cambridge Investment Research, INC.
Cambridge Investment Research, INC.Broker
The Ameriflex Group
Previous Registrations
Osaic Wealth, INC.Broker
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
State Registrations8 states
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.