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Shawn Stephen Twigg

John G. Ullman & Associates, Inc.

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About Shawn Stephen Twigg

Shawn Twigg is a financial advisor with John G. Ullman & Associates, Inc. in Horseheads, NY. Shawn Twigg specializes in providing financial planning, portfolio management for individuals, and educational seminars. Shawn Twigg is registered with the state of New York and Pennsylvania. Shawn Twigg has been in the financial services industry since October 2020.

Firm Information

Shawn Twigg is currently registered with John G. Ullman & Associates, Inc.. John G. Ullman & Associates, Inc. is an investment advisor based in HORSEHEADS, NY. The firm provides financial planning and portfolio management services to individuals, corporations, charitable organizations, and high-net-worth individuals. They offer educational seminars and manage approximately $1,262,886,094 in assets.
John G. Ullman & Associates, Inc.

343 DANIEL ZENKER DRIVE

HORSEHEADS, NY 14845

$1.26B

Assets Under Management

Not reported

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Shawn Twigg’s Registration & Firm History

NY

11/14/2024 - Present

John G. Ullman & Associates, Inc. (HORSEHEADS NY)

PA

10/30/2020 - 06/09/2021

VOYA FINANCIAL ADVISORS, INC. (WILLIAMSPORT PA)

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Licenses & Designations

BOTH

Issued 12/21/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/30/2020

Series 7TO - General Securities Representative Examination

BC

Issued 05/22/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shawn Stephen Twigg.
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