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Shawn Block, financial advisor Round Lake Beach IL

Shawn Block

CRD Number: 7267319
Current Firm: Briggs Financial Inc.

Shawn Block (CRD# 7267319) is an Investment Advisor Representative working at Briggs Financial Inc. in Round Lake Beach, IL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Medieval Times Schaumburg, IL Sep 2007 - Current 16
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2020
Contact Info for Shawn R. Block
,
Phone Number: 517-242-7804
Firm Website: https://twitter.com/briggsfinancial
Registered State(s):
  • IL
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Current Firm Details
Briggs Financial Inc.
Firm's CRD Number: 291012
By the Numbers
  • Total Assets Under Management
    21
    MILLIONS
  • Total Number of Accounts
    300
    ACCOUNTS
  • Average Account Value
    $70,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

CA, IL, MI, MN, TX

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