SS
Sally Shelton
from Oxford Financial Group, Ltd
Sally Shelton is a financial advisor based in Indiana, Carmel,
with 12 years of experience. Sally currently works for
Oxford Financial Group, Ltd.
Sally maintains the following licenses: S65 (Uniform Investment Adviser Law Examination), S63 (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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Sally Shelton works at Oxford Financial Group, Ltd
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Uniform Securities Agent State Law Examination (S63)
Years registered
4 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
11711 North Meridian Street, Suite 600, Carmel, Indiana, 46032
Advisor can help with
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