Sarah Alderman, financial advisor Commerce TX

Sarah Alderman

CRD Number: 6745503
Current Firm: Sagepoint Financial, Inc.

Sarah Alderman (CRD# 6745503) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Commerce, TX and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Sagepoint Finanical, Inc. Longview, TX Oct 2017 - Current 4
Diversified Insurance Commerce, TX Aug 2012 - Current 9
Self Employed Commerce, TX Jul 2011 - Current 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2018
Contact Info for Sarah B. Alderman
Phone Number: 1-800-552-3319 EXT 2606
Firm Website: http://www.alirud.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    12,456
    MILLIONS
  • Total Number of Accounts
    53,729
    ACCOUNTS
  • Average Account Value
    $231,832
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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, WY

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