Sage Barfield, financial advisor Alexander NC

Sage Barfield

CRD Number: 7309486
Current Firm: Shining Rock Advisors LLC

Sage Barfield (CRD# 7309486) is an Investment Advisor Representative working at Shining Rock Advisors LLC in Alexander, NC and has over 3 years of experience in the finance industry.

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Credit Union Investment Services
Company Name Location Dates Years
Self-employed Austin, TX Oct 2019 - Current 4
N/a Austin, TX Jun 2019 - Oct 2019 < 1
Cre Management Boston, MA Sep 2017 - Jun 2019 1
Dixon Hughes Goodman Asheville, NC Jan 2017 - Jun 2017 < 1
Full-time Education Cullowhee, NC Aug 2012 - Dec 2016 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2021
Contact Info for Sage P. Barfield
Phone Number: 617-987-1307
Registered State(s):
  • CA
  • NC
Current Firm Details
Shining Rock Advisors LLC
Firm's CRD Number: 311295
By the Numbers
  • Total Assets Under Management
    161
    MILLIONS
  • Total Number of Accounts
    65
    ACCOUNTS
  • Average Account Value
    $2,471,445
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, NC

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