Sean Fitzpatrick is a ChFC-designated registered investment advisor, based in Westlake Village, CA, with 4 years of industry experience.
Location
3625 E Thousand Oaks Blvd, Suite 238, Westlake Village, CA, 91362
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Sean is a coach at Moorpark College, dedicating about 10-20% of his time. He also serves as Vice President at The Benefit Center, Inc., an insurance/benefits/human resources company, which is a full-time commitment.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Impact Partnership Wealth, LLC
State Registrations2 states
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