Belinda J. Sheffield
Professional summary
Belinda Jean Sheffield, who also goes by B J Sheffield, is a registered financial advisor currently at ASSET ADVISORY GROUP, INC. located in St. Petersburg, Florida.
Belinda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Belinda has worked at 6 firms and has passed the Series 63, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Belinda Jean Sheffield's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 25, 1997 - Present
ASSET ADVISORY GROUP, INC.
January 1, 1991 - November 4, 1997
ADDISON FINANCIAL SERVICES, INC.
August 1, 1986 - August 24, 1989
A. G. EDWARDS & SONS, INC.
September 30, 1982 - August 5, 1986
CITIGROUP GLOBAL MARKETS INC.
May 8, 1982 - September 28, 1982
HENDERSON, FEW & CO.
May 5, 1982 - September 23, 1983
FISCHER JOHNSON, INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/25/1997)
Exams
Current Firm
ASSET ADVISORY GROUP, INC.
CRD#: 141612 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 68 |
| AUM (Assets Under Management) | $ 63,000,000 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
