Sean Sparkman (CRD# 7259622) is an Investment Advisor Representative working at Insight Folios in Charlotte, NC and has over 3 years of experience in the finance industry.
CRD# 5753288
Morgan Stanley
CRD# 6172815
Edward Jones
CRD# 4205168
The Financial Legacy Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Insight Folios | Northville, MI | Jun 2020 - Current | 3 |
| Sean Sparkman Agency LLC | Northville, MI | Feb 2019 - Current | 5 |
| American Income Life | Troy, MI | Feb 2017 - Feb 2019 | 2 |
| Ajax Paving Ind. | Troy, MI | Apr 2007 - Feb 2017 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2020 |
- MI
- TX
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Total Assets Under Management279MILLIONS
-
Total Number of Accounts1,810ACCOUNTS
-
Average Account Value$154,123
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, FL, GA, HI, IL, MA, MD, ME, MI, MT, NC, NE, NH, NJ, NY, OH, OR, SC, TN, TX, WA
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