Sean
Schickel
Sgl Financial, LLC
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About this Advisor
Sean Schickel is a financial advisor based in Fredericksburg, Virginia, working with Sgl Financial, LLC. Sean has previously held positions at the United States Marine Corps, Blue And Gray Insurance, and Sgl Financial, LLC. Sean has passed the Series 65 regulatory exam and is registered to provide services in Virginia. Currently, Sean is part of Sgl Financial, LLC, which operates out of Fredericksburg, Virginia. The firm has 6 offices and 19 employees. The firm manages assets totaling $214.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Sgl Financial, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sgl Financial, LLC Brokerage Details
$214,042,234
19
1,524
$140,448
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Sean Schickel Work History
Sgl Financial, LLC
Blue And Gray Insurance
United States Marine Corps
Disclosures
Please visit the SEC profile of Sean Schickel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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