Stacey Fargo, financial advisor Crown Point IN
89 score

Stacey Fargo

CRD Number: 6294215
Current Firm: Sii Investments, Inc.

Stacey Fargo (CRD# 6294215) is an Investment Advisor Representative working at Sii Investments, Inc. in Crown Point, IN and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Sii Investments, Inc. Crown Point, IN Jan 2014 - Current 2
Pricewater House Coopers Chicago, IL Sep 2003 - Jan 2014 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2014
Contact Info for Stacey M. Fargo
Phone Number: 800-426-5975
Firm Website: http://www.siionline.com
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    4,226
    MILLIONS
  • Total Number of Accounts
    30,484
    ACCOUNTS
  • Average Account Value
    $138,626
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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