Mark A. Shelton
Professional summary
Mark Anthony Shelton, who also goes by Anthony Shelton, is a registered financial advisor currently at ALEXANDER D COHEN INVESTMENTS, LLC located in Dallas, Texas.
Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Mark has worked at 5 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Mark Anthony Shelton's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 23, 2021 - Present
ALEXANDER D COHEN INVESTMENTS, LLC
Office #1: 4445 Alpha Road Suite 113a, Dallas, TX 75244March 26, 2018 - January 2, 2020
LIFEPRO ASSET MANAGEMENT
September 23, 2002 - November 17, 2003
QUESTAR CAPITAL CORPORATION
April 6, 1999 - October 11, 2000
METROPOLITAN LIFE INSURANCE COMPANY
April 6, 1999 - October 11, 2000
MSI FINANCIAL SERVICES, INC.
November 25, 1997 - December 5, 1997
METROPOLITAN LIFE INSURANCE COMPANY
November 25, 1997 - December 5, 1997
MSI FINANCIAL SERVICES, INC.
May 25, 1988 - March 27, 1996
METROPOLITAN LIFE INSURANCE COMPANY
May 25, 1988 - March 27, 1996
MSI FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/23/2021)
Exams
Current Firm
ALEXANDER D COHEN INVESTMENTS, LLC
CRD#: 170548 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 37 |
| AUM (Assets Under Management) | $ 5,986,740 |
Red Flags
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