LB
LB

Laura Anne Bevill

5 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningSocially Responsible Investing
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
1,210 clients
Average Client Portfolio
$4.3M average
Assets Under Management
$5.2B

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
Minimum Annual Fee:$750
Loading...

Location

San Clemente, CA

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Laura is an employee of CCM Partners, LP dba Shelton Capital Management, an affiliated registered investment adviser.

Employment History
Current Registrations
Shelton Capital Management
April 2024 - Present · 1 yr 10 mos
Rfs Partners
March 2024 - Present · 1 yr 11 mos
Rfs PartnersBroker
March 2024 - Present · 1 yr 11 mos
Previous Registrations
Apollo Global Securities, LLCBroker
March 2016 - January 2018 · 1 yr 10 mos
Fortress Capital Formation LLCBroker
October 2013 - July 2015 · 1 yr 9 mos
State Registrations9 states
AKCACOHIIDMTNVORWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.