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Michael S
Series 63, Series 65
Roanoke, VA
360 Wealth Consultants, LLC
Michael Shelton is a financial advisor at 360 Wealth Consultants, LLC in Roanoke, VA, holding Series 63 and Series 65 licenses with 12 years of industry experience. Prior to joining 360 Wealth Consultants in 2020, he worked at several firms including Level Four Advisory Services, LPL Financial, and VOYA Financial Advisors. Shelton is also a certified public accountant and owner of 360 Tax Solutions, LLC, a tax preparation and accounting business. 360 Wealth Consultants serves individuals, high-net-worth clients, business owners, and retirement plans, focusing on business owners and Baby Boomers. The firm uses proprietary model portfolios combined with fundamental analysis and offers financial planning, discretionary portfolio management, and the recommendation and monitoring of third-party advisers as part of its client services.
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