Shane Clarke (CRD# 2970735) is an Investment Advisor Representative working at Fsc Wealth Advisors, LLC in Waterford, CT and has over 26 years of experience in the finance industry.
CRD# 5089860
Lansdowne Wealth Management, LLC
CRD# 4579297
Upper Left Wealth Management, LLC
CRD# 5623606
Citizens Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Geneos Wealth Management Inc. | Waterford, CT | Oct 2021 - Current | 2 |
| Fsc Wealth Advisors, LLC | Wappingers Falls, NY | Jul 2016 - Current | 7 |
| Next Financial Group | Waterford, CT | Jul 2016 - Oct 2021 | 5 |
| Guardian Life Insurance Co Of America | Waterford, CT | Sep 2012 - Jul 2016 | 3 |
| Park Avenue Securities LLC | Waterford, CT | Sep 2012 - Jul 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1998 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1998 |
- CT
-
Total Assets Under Management249MILLIONS
-
Total Number of Accounts2,036ACCOUNTS
-
Average Account Value$122,133
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Educational seminars/workshops
CT, FL, NC, NH, NJ, NY, PA, SC, TX
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