Nolan Ginsberg, financial advisor Angleton TX
89 score

Nolan Ginsberg

CRD Number: 6198105
Current Firm: Sagepoint Financial, Inc.

Nolan Ginsberg (CRD# 6198105) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Angleton, TX and has over 3 years of experience in the finance industry.

Similar Advisors
Robert Becker, financial advisor Angleton TX
Robert E. Becker
CRD# 4613418
Aka "anria" Or "anria, Inc."
Score
96
Similar Advisors
Lester Butler, financial advisor Angleton TX
Lester D. Butler
CRD# 1828372
Ims Financial Advisors, Inc.
Score
96
Similar Advisors
Kenzie Conway, financial advisor Angleton TX
Kenzie L. Conway
CRD# 3003934
Capital Advisors, Inc.
Score
96
Company Name Location Dates Years
Sagepoint Financial Angleton, TX Dec 2013 - Current 3
The Oak Financial Group Angleton, TX Aug 2013 - Current 3
Self Employed League City, TX May 2013 - Current 3
Securities America Advisors, Inc. Angleton, TX Oct 2013 - Dec 2013 < 1
Securities America, Inc. Angleton, TX Sep 2013 - Dec 2013 < 1
Commonwealth Financial Network Waltham, MA Aug 2013 - Sep 2013 < 1
La Brisa League City, TX Jul 2012 - Feb 2013 < 1
Brazos Valley Marketing College Station, TX Jan 2012 - Jun 2012 < 1
Texas A&m College Station, TX Aug 2007 - Dec 2011 4
University Directoories College Station, TX May 2011 - Jul 2011 < 1
Rs Consulting London, Feb 2011 - May 2011 < 1
Clear Creek High School League City, TX Aug 2003 - Jul 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2013
Contact Info for Nolan W. Ginsberg
Phone Number: 1-800-552-3319 EXT 2606
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    4,385
    MILLIONS
  • Total Number of Accounts
    23,011
    ACCOUNTS
  • Average Account Value
    $190,540
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
89
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.