Sean SavageCRD Number: 3030045
Current Firm: Royal Alliance Associates, Inc.
Sean Savage (CRD# 3030045) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Toledo, OH and has over 19 years of experience in the finance industry.
Bollin Wealth Management, LLC
Independence Capital Company, Inc.
Ameriprise Financial Services, Inc.
|Royal Alliance||Toledo, OH||Jul 2013 - Current||4|
|Ses Financial And Benefits Consulting, LLC||Toledo, OH||Feb 2004 - Current||14|
|Savage & Assoc||Toledo, OH||Jan 1994 - Current||24|
|Walnut Street Securities||St Louis, MO||Apr 2001 - Jul 2013||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1998|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management5,420MILLIONS
Total Number of Accounts22,069ACCOUNTS
Average Account Value$245,585
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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