Michael E. Shelton

360 WEALTH CONSULTANTS

Roanoke, VA 24016

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CRD#: 6178299

Professional summary

Michael Edward Shelton, who also goes by Michael E Shelton, is a registered financial advisor currently at 360 WEALTH CONSULTANTS, LLC located in Roanoke, Virginia.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Michael has worked at 10 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael E Shelton

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. 360 FINANCIAL SOLUTIONS, LLC - INVESTMENT RELATED - OWNER/INSURANCE AGENT - ROANOKE, VA - SINCE: 04/2016 - SPENDS 20 HRS/MONTH - INSURANCE SALES FIXED INSURANCE. 2. 360 TAX SOLUTIONS, LLC - INVESTMENT RELATED - OWNER/ACCOUNTANT/CPA - ROANOKE, VA - SINCE: 05/2019 - SPENDS 40 HRS/MONTH - TAX PREP SERVICES, ACCOUNTING. 3. No business name - Non Investment related - Roanoke VA 24012 - Real Estate Rental - start date:05/15/2019 - 2 hrs/mo - 0 hrs during trading. 4. 360 WEALTH SOLUTIONS, LLC - INVESTMENT RELATED - MANAGING MEMBER - ROANOKE, VA - SINCE 08/2020 - SPENDS 40 HRS/MONTH - TAX AND INVESTMENT CONCERNS FOR BUSINESS OWNERS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Edward Shelton's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 17, 2021 - Present

360 WEALTH CONSULTANTS, LLC

Office #1: 1017 2nd St Sw, Roanoke, VA 24016

RIA

CRD#: 310154

Roanoke, VA

Past

December 4, 2019 - July 2, 2020

LEVEL FOUR ADVISORY SERVICES

RIA

CRD#: 134086

Roanoke, VA

Past

May 22, 2019 - December 18, 2019

COLONIAL RIVER WEALTH MANAGEMENT LLC

RIA

CRD#: 284839

Roanoke, VA

Past

May 15, 2019 - December 31, 2019

LPL FINANCIAL LLC

CRD#: 6413

ROANOKE, VA

Past

September 7, 2016 - May 22, 2019

ON INVESTMENT MANAGEMENT CO

RIA

CRD#: 105662

Roanoke, VA

Past

September 7, 2016 - May 22, 2019

THE O.N. EQUITY SALES COMPANY

CRD#: 2936

ROANOKE, VA

Past

May 19, 2016 - August 29, 2016

360 FINANCIAL SOLUTIONS, LLC

RIA

CRD#: 283484

ROANOKE, VA

Past

October 30, 2014 - May 19, 2016

VOYA FINANCIAL ADVISORS, INC.

RIA

CRD#: 2882

ROANOKE, VA

Past

October 1, 2014 - May 19, 2016

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

ROANOKE, VA

Past

August 6, 2014 - October 8, 2014

MML INVESTORS SERVICES, LLC

CRD#: 10409

ROANOKE, VA

Past

August 6, 2013 - July 22, 2014

NYLIFE SECURITIES LLC

CRD#: 5167

ROANOKE, VA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Virginia
(2/17/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/22/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/12/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 8/6/2013

Investment Company Products/Variable Contracts Representative Examination

Current Firm

360 WEALTH CONSULTANTS, LLC

CRD#: 310154 / SEC#:

Virginia

Registered Investment Advisory firm - (2/17/2021 Approved)

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Contact information

Main Address

1017 2nd St Sw, Roanoke, VA 24016

Mailing Address

Phone number

+1 (540) 562-0123

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	121
AUM (Assets Under Management)	$ 16,232,758

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.

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Advisor Monitoring

Firm Stability Insights

Michael E. Shelton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Edward Shelton's CRS (Customer Relationship Summary).

Certified licenses

Experience

LEVEL FOUR ADVISORY SERVICES

COLONIAL RIVER WEALTH MANAGEMENT LLC

LPL FINANCIAL LLC

ON INVESTMENT MANAGEMENT CO

THE O.N. EQUITY SALES COMPANY

360 FINANCIAL SOLUTIONS, LLC

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

MML INVESTORS SERVICES, LLC

NYLIFE SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/22/2014

Series 63

Date: 10/12/2013

SIE

Date: 10/1/2018

Series 6

Date: 8/6/2013

Current Firm

360 WEALTH CONSULTANTS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

360 WEALTH CONSULTANTS, LLC

TRUST BUT VERIFY

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