Jeffrey SalmCRD Number: 1997742
Current Firm: Sagepoint Financial, Inc.
Jeffrey Salm (CRD# 1997742) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Cranberry Township, PA and has over 26 years of experience in the finance industry. Jeffrey Salm has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Wealthcare Capital Management LLC
Lpl Financial LLC
Nfp Advisor Services, LLC
|Sagepoint Financial||Cranberry Township, PA||Mar 2014 - Current||2|
|Saramar Holdings, Inc.||Beaver Falls, PA||Jan 2014 - Current||2|
|Allstate Insurance Company||Canfield, OH||Jul 2013 - Feb 2014||< 1|
|Vested Business Brokers||Smithtown, NY||Sep 2013 - Jan 2014||< 1|
|Unemployed||Beaver Falls, PA||Feb 2013 - Jul 2013||< 1|
|Metlife Securities Inc.||Pittsburgh, PA||Jun 2007 - Jan 2013||5|
|Unemployed||Beaver Falls, PA||Jun 2006 - May 2007||< 1|
|Walnut Street Securities, Inc.||Pittsburgh, PA||Aug 2003 - Jun 2006||2|
|Tbg Consulting, Inc.||Pittsburgh, PA||Oct 2002 - Jan 2006||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1990|
|S66||NASAA Uniform Combined State Law Examination||Jul 2003|
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
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