Fizone

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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    29
    ACCOUNTS
  • Average Account Value
    $161,552
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Fizone
Showing 1 - 2 of 2 top financial advisors.
1
Patrick M. Shinn
CRD#: 1914572
Redwood City, CA
93
Wealthminder
score

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.

2
Linda L. Stewart
CRD#: 1555440
100 Roanoke, San Francisco, CA 94131
93
Wealthminder
score

Linda Stewart (CRD# 1555440) is an Investment Advisor Representative working at Fizone in San Francisco, CA and has over 29 years of experience in the finance industry.

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