Isao Shoji (CRD# 5133809) is an Investment Advisor Representative working at Tsg Advice Partners, LLC in Columbus, OH and has over 16 years of experience in the finance industry. Isao Shoji has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 2278230
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tsg Advice Partners, LLC | Columbus, OH | Nov 2019 - Current | 4 |
| Ameriprise Financial Services, Inc. | Columbus, OH | Apr 2006 - Nov 2019 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2007 |
- OH
- TX
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Total Assets Under Management613MILLIONS
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Total Number of Accounts2,969ACCOUNTS
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Average Account Value$206,574
- 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
AZ, CA, FL, GA, IL, IN, LA, MA, MD, NC, NH, NY, OH, PA, SC, TX, VA
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