Jeffrey BrechtCRD Number: 4526663
Current Firm: Sagepoint Financial, Inc.
Jeffrey Brecht (CRD# 4526663) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Cedar Park, TX and has over 15 years of experience in the finance industry.
C.m.bidwell & Associates Ltd
Wall Street Financial Group, Inc.
Afam Capital, Inc.
|Sagepoint Financial, Inc.||Bedford, TX||Jan 2009 - Current||8|
|Aig Financial Advisors||Cedar Park, TX||Jun 2007 - Jan 2009||1|
|Unemployed||Cedar Park, TX||Jan 2007 - Jun 2007||< 1|
|H&r Block Financial Advisors, Inc.||Austin, TX||Apr 2004 - Jan 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2002|
|S65||NASAA Investment Advisors Law Examination||Aug 2008|
Total Assets Under Management4,385MILLIONS
Total Number of Accounts23,011ACCOUNTS
Average Account Value$190,540
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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