LB
Laura A. Bevill
SHELTON CAPITAL MANAGEMENT
San Clemente, CA
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CRD#: 6257995
LB
Professional summary
Laura Anne Bevill is a registered financial advisor currently at SHELTON CAPITAL MANAGEMENT located in San Clemente, California and RFS PARTNERS located in Denver, Colorado.
Laura is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Laura has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Laura Bevill is an employee of CCM Partners, LP dba Shelton Capital Management, an affiliated registered investment adviser located at 1875 Lawrence St., Suite 300 Denver, CO 80202.
CRS (Client Relationship Summary) - RIA
Click below to view Laura Anne Bevill'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®
NoneExperience
Current
April 20, 2024 - Present
SHELTON CAPITAL MANAGEMENT
RIA
CRD#: 104720
San Clemente, CA
Current
March 12, 2024 - Present
RFS PARTNERS
Office #1: 1125 17th Street Suite 2550, Denver, CO 80202-1805BD
CRD#: 18119
Denver, CO
Past
March 10, 2016 - January 5, 2018
APOLLO GLOBAL SECURITIES, LLC
BD
CRD#: 153502
NEW YORK, NY
Past
October 28, 2013 - July 14, 2015
FORTRESS CAPITAL FORMATION LLC
BD
CRD#: 152385
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SC
SHELTON CAPITAL MANAGEMENT
CALIFORNIA INVESTMENT TRUST | SHELTON CAPITAL MANAGEMENT | CITAG | CCM PARTNERS, LP | CCM PARTNERS | CALIFORNIA INVESTMENT TRUST ADVISORY GROUP
CRD#: 104720 / SEC#: 801-25205
RIA
Registered Investment Advisory firm - (9/12/1985 Approved)Louisiana
Registered Investment Advisory firm - (4/4/2024 Terminated)Maryland
Registered Investment Advisory firm - (4/11/2024 Terminated)Ohio
Registered Investment Advisory firm - (4/2/2024 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alaska(4/15/2024)
RR
California(4/12/2024)
IAR
California(4/20/2024)
IAR
Colorado(4/20/2024)
RR
Colorado(10/3/2024)
RR
Hawaii(4/15/2024)
RR
Idaho(3/18/2024)
RR
Montana(4/15/2024)
RR
Nevada(4/12/2024)
RR
Oregon(4/17/2024)
RR
Washington(4/12/2024)
IAR
Washington(4/20/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/11/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
SC
SHELTON CAPITAL MANAGEMENT
CALIFORNIA INVESTMENT TRUST | SHELTON CAPITAL MANAGEMENT | CITAG | CCM PARTNERS, LP | CCM PARTNERS | CALIFORNIA INVESTMENT TRUST ADVISORY GROUP
CRD#: 104720 / SEC#: 801-25205
RIA
Registered Investment Advisory firm - (9/12/1985 Approved)Louisiana
Registered Investment Advisory firm - (4/4/2024 Terminated)Maryland
Registered Investment Advisory firm - (4/11/2024 Terminated)Ohio
Registered Investment Advisory firm - (4/2/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1125 17th Street Suite 2550, Denver, CO 80202
Mailing Address
P.o. Box 87, Denver, CO 80201-0087
Phone number
(800) 955-9988
Established
Firm type
Fiscal year end
# of Employees
42
SEC notice filing (30 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,216 |
| AUM (Assets Under Management) | $ 5,158,388,062 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
