Frederick Schubert (CRD# 4547764) is an Investment Advisor Representative working at Stonewall Equities, Ltd. in Paradise Valley, AZ and has over 21 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 |
|---|---|---|---|
| The Leaders Group Inc. | Littleton, CO | Jan 2010 - Current | 14 |
| Stonewall Equities Ltd | Scottsdale, AZ | Jan 2004 - Current | 20 |
| Schubert And Associates P.c. | Lake Oswego, OR | Jan 1983 - Current | 41 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2002 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2010 |
- AZ
-
Total Assets Under Management9MILLIONS
-
Total Number of Accounts26ACCOUNTS
-
Average Account Value$338,038
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AZ
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