Mckenna
Sheldon
Private Advisory Group LLC
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About this Advisor
Mckenna Sheldon is a certified financial planner operating in Redmond, Washington with a total of 2 years of relevant experience. Sheldon is on the advisory team at Private Advisory Group LLC. Their career trajectory has included roles at Mountain America Credit Union, Aa Callisters, Rocky Mountain Outfitters, Supersonic Car Wash, Lpl Financial, LLC, Utah County Academy Of Sciences and Private Advisory Group LLC. Sheldon holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Utah. Private Advisory Group LLC is a company based out of Redmond, WA. The investment advisory business has a total of 16 people on staff. It handles $642 million in assets across its 1,546 client accounts, making it one of the larger firms in the nation by assets under management. Of its 1,546 customer accounts, 38% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Private Advisory Group LLC performs a few services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fee schedules depend on which services are provided. However, fees charged by Private Advisory Group LLC can include any blend of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Private Advisory Group LLC Brokerage Details
$642,174,000
16
1,546
$415,378
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Mckenna Sheldon Work History
Mckenna has been registered as a financial advisor for 2 years.*
Private Advisory Group LLC
Lpl Financial, LLC
Mountain America Credit Union
Aa Callisters
Rocky Mountain Outfitters
Supersonic Car Wash
Utah County Academy Of Sciences
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mckenna Sheldon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Private Advisory Group LLC
Redmond, WA
Draper, UT
Redmond, WA
Redmond, WA
Draper, UT
Redmond, WA
Draper, UT
Redmond, WA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
