Sean Fitzpatrick (CRD# 7482783) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Westlake Village, CA and has over 2 years of experience in the finance industry.
CRD# 6406556
Aqua Capital Advisors
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 5656946
The Lynd Group Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield, IA | Jan 2024 - Current | < 1 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Feb 2023 - Current | 1 |
| California Lutheran University | Thousand Oaks, CA | Aug 2019 - Current | 4 |
| The Benefit Center, Inc. | Westlake Village, CA | Aug 2017 - Current | 6 |
| Impact Partnership Wealth | Kennesaw, GA | Dec 2021 - Feb 2023 | 1 |
| Moorpark College | Moorpark, CA | Jun 2017 - May 2019 | 1 |
| Oak Park High School | Oak Park, CA | Aug 2014 - May 2017 | 2 |
| Westlake High School | Westlake Village, CA | Aug 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2021 |
| S63 | Uniform Securities State Law Examination | Feb 2024 |
- CA
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Total Assets Under Management87,369MILLIONS
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Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Market timing services
- 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
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