Erin FogartyCRD Number: 7124120
Current Firm: Fsr Wealth Management, Ltd.
Erin Fogarty (CRD# 7124120) is an Investment Advisor Representative working at Fsr Wealth Management, Ltd. in Elmhurst, IL and has over 3 years of experience in the finance industry.
Sequoia Wealth Management, LLC
Hightower Advisors, LLC
Highpoint Planning Partners
|Fsr Wealth Management, Ltd||Elmhurst, IL||May 2019 - Current||3|
|Fsr Wealth Management, Ltd||Elmhurst, IL||Jan 2017 - Current||6|
|Unemployed||Chicago, IL||Jun 2015 - Jan 2017||1|
|Old St. Mary's School||Chicago, IL||Aug 2012 - Jun 2015||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2019|
Total Assets Under Management133MILLIONS
Total Number of Accounts814ACCOUNTS
Average Account Value$163,768
- 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)
FL, IL, IN, LA, NE
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