BS
Betsy Shelton
from Charles Fish Investments, Inc.
Betsy Shelton is a financial advisor based in California, Irvine,
with 42 years of experience. Betsy currently works for
Charles Fish Investments, Inc..
Betsy maintains a S63 license (Uniform Securities Agent State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Betsy Shelton works at Charles Fish Investments, Inc.
Charles Fish Investments, Inc. is a financial advisory firm based in Irvine, California. It currently has approximately $298,342,685 of assets under management and employs about 5 people. Charles Fish Investments, Inc. uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Years registered
13 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
30 Corporate Park, Suite 410, Irvine, California, 92606
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