Shellissa
Cassoday
The Ameriflex Group
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About this Advisor
Shellissa Cassoday is a financial advisor based in Bandon, Oregon, working with The Ameriflex Group. Shellissa has previously held positions at the Social Security Administration, Bandon School District, Cardas Audio, Bandon Dunes Golf Resort, Sagepoint Financial, Inc, The Ameriflex Group, Inc, and Osaic Wealth, Inc. Shellissa has passed the Series 66 regulatory exam and is registered to provide services in Oregon. Currently, Shellissa is part of The Ameriflex Group, which operates out of Bandon, Oregon. The firm has 81 offices and 149 employees. The firm manages assets totaling $6.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at The Ameriflex Group includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The Ameriflex Group Brokerage Details
$6,522,387,220
149
16,327
$399,485
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Shellissa Cassoday Work History
Osaic Wealth, Inc
The Ameriflex Group, Inc
Sagepoint Financial, Inc
Social Security Administration
Bandon School District
Cardas Audio
Bandon Dunes Golf Resort
Disclosures
Please visit the SEC profile of Shellissa Cassoday to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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