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  2. Taunton, MA
Shawn Fiske, financial advisor Taunton MA

Shawn Fiske

CRD Number: 2834106
Current Firm: Sagepoint Financial, Inc.

Shawn Fiske (CRD# 2834106) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Taunton, MA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Sagepoint Finanical, Inc. Taunton, MA Jul 2009 - Current 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2005
Contact Info for Shawn B. Fiske
By the Numbers
  • Total Assets Under Management
    9,995
    MILLIONS
  • Total Number of Accounts
    46,390
    ACCOUNTS
  • Average Account Value
    $215,462
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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