Fizone (CRD# 123073) is a financial advisory firm headquartered in , . They manage $4,685,000 in 29 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management5MILLION
Total Number of Accounts29ACCOUNTS
Average Account Value$161,552
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Patrick Shinn (CRD# 1914572) is an Investment Advisor Representative working at Fizone in Redwood City, CA and has over 14 years of experience in the finance industry.
Linda Stewart (CRD# 1555440) is an Investment Advisor Representative working at Fizone in San Francisco, CA and has over 30 years of experience in the finance industry.