Sherod Bigelow (CRD# 4227114) is an Investment Advisor Representative working at Seros Financial, LLC in Tempe, AZ and has over 23 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
United Planners' Financial Services | Scottsdale, AZ | Jun 2013 - Current | 10 |
Seros Financial, LLC | Tempe, AZ | Jul 2011 - Current | 12 |
Seros Financial, LLC | Tempe, AZ | Jul 2011 - Current | 12 |
Sherod Norton Bigelow | Tempe, AZ | Jan 2011 - Current | 13 |
Notary Public | Tempe, AZ | Aug 1999 - Current | 24 |
Newmark Capital Managment, LLC | Tempe, AZ | May 2010 - Dec 2020 | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2000 |
S66 | NASAA Uniform Combined State Law Examination | Oct 2013 |
- AZ
-
Total Assets Under Management261MILLIONS
-
Total Number of Accounts890ACCOUNTS
-
Average Account Value$293,080
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AZ, CA, CO, NM, TX
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