Shane Fargo (CRD# 7732095) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has 1 year of experience in the finance industry.
CRD# 6147027
Esi Financial Advisors
CRD# 5824377
Edward Jones
CRD# 5624939
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Equity Services Inc. | Montpelier, VT | Apr 2024 - Current | < 1 |
Lpl Financial | Montpelier, VT | Apr 2023 - Mar 2024 | < 1 |
Vermont State Employees Credit Union A Division Of Nefcu | Montpelier, VT | Sep 2021 - Mar 2024 | 2 |
Peoples United Bank | Montpelier, VT | Jan 2021 - Sep 2021 | < 1 |
Darling Homestead | Williamstown, VT | Dec 2020 - Feb 2021 | < 1 |
The University Of Vermont | Burlington, VT | Aug 2018 - Dec 2020 | 2 |
Delta Hotels By Marriott | South Burlington, VT | Sep 2019 - Sep 2020 | 1 |
The University Of Nevada Las Vegas | Las Vegas, NV | Aug 2015 - May 2018 | 2 |
The Capitol Plaza Hotel & Conference Center | Montpelier, VT | May 2013 - Aug 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2024 |
- VT
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Total Assets Under Management2,125MILLIONS
-
Total Number of Accounts11,558ACCOUNTS
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Average Account Value$183,834
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, IA, ID, IL, IN, KS, KY, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
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