James KresgeCRD Number: 3004356
Current Firm: Sagepoint Financial, Inc.
James Kresge (CRD# 3004356) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Clarks Summit, PA and has over 23 years of experience in the finance industry.
Trustmont Advisory Group, Inc.
Blackridge Asset Management, LLC
Lpl Financial LLC
|Sagepoint Financial, Inc.||Phoenix, AZ||Jan 2009 - Current||12|
|Aig American General Life Insurance Company||Clarks Summit, PA||Oct 2002 - Current||19|
|Abington Financial Group||Clarks Summit, PA||Jan 1994 - Current||27|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1998|
|S65||NASAA Investment Advisors Law Examination||Apr 2018|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management12,456MILLIONS
Total Number of Accounts53,729ACCOUNTS
Average Account Value$231,832
- 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, WY
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