Sheila Madrigal (CRD# 3044284) is an Investment Advisor Representative working at Insight Folios in Glendale, AZ and has over 24 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kaizen Wealth Management | Glendale, AZ | Jul 2022 - Current | 1 |
| Insight Folios | Glendale, AZ | Jan 2020 - Current | 4 |
| Elliott Financial | Glendale, AZ | Nov 2019 - Jul 2022 | 2 |
| Unemployed | Phoenix, AZ | Mar 2019 - Nov 2019 | < 1 |
| Jp Morgan Securities LLC | Phoenix, AZ | Aug 1992 - Mar 2019 | 26 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2007 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- AZ
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Total Assets Under Management279MILLIONS
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Total Number of Accounts1,810ACCOUNTS
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Average Account Value$154,123
- A percentage of assets under your management
- Hourly charges
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- Portfolio management for individuals and/or small businesses
- Pension consulting services
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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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