Clare Hutchinson-SandersCRD Number: 6123648
Current Firm: Sagepoint Financial, Inc.
Clare Hutchinson-Sanders (CRD# 6123648) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Escondido, CA and has over 3 years of experience in the finance industry.
Nautilus Advisors LLC
Heyman Investment Counseling LLC
Marketocracy Capital Management LLC
|Sagepoint Financial, Inc.||Escondido, CA||Nov 2017 - Current||< 1|
|National Planing Corporation||Escondido, CA||Feb 2016 - Oct 2017||1|
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Dec 2015||< 1|
|Morgan Stanley||San Diego, CA||Sep 2012 - Dec 2015||3|
|Marsal Lyon Literary Agency||Solana Beach, CA||Oct 2012 - Mar 2014||1|
|Aaron Brothers||Solana Beach, CA||May 2011 - Sep 2012||1|
|Unemployed||Julian, CA||Jul 2010 - May 2011||< 1|
|Marvegos Fine Art School||Fremont, CA||Apr 2009 - Jul 2010||1|
|Unemployed||Berkeley, CA||Dec 2008 - Apr 2009||< 1|
|Uc Berkeley Full Time Student||Berkeley, CA||Sep 2004 - Dec 2008||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2014|
Total Assets Under Management5,165MILLIONS
Total Number of Accounts25,703ACCOUNTS
Average Account Value$200,939
- 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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