Shane Sandretto (CRD# 6810777) is an Investment Advisor Representative working at First Command Advisory Services in Fayetteville, NC and has over 6 years of experience in the finance industry.
CRD# 5829233
Stalwart Financial Planning
CRD# 4560006
Lpl Financial LLC
CRD# 4585083
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First Command Financial Planning, Inc. | Fort Worth, TX | Apr 2018 - Current | 6 |
| First Command Advisory Services, Inc. | Fort Worth, TX | Apr 2018 - Current | 6 |
| First Command Insurance Services, Inc. | Fort Worth, TX | Apr 2018 - Current | 6 |
| First Command Financial Planning, Inc. | Fort Worth, TX | Jun 2017 - Apr 2018 | < 1 |
| Us Army | Sumter, SC | Aug 2014 - Dec 2017 | 3 |
| Us Army | Watertown, NY | Jul 2009 - Aug 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2018 |
- NC
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Total Assets Under Management17,482MILLIONS
-
Total Number of Accounts107,959ACCOUNTS
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Average Account Value$161,929
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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