Allen WhitehurstCRD Number: 1833434
Current Firm: Sagepoint Financial, Inc.
Allen Whitehurst (CRD# 1833434) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Fort Walton Beach, FL and has over 29 years of experience in the finance industry.
Northwestern Mutual Investment Services,llc
Suntrust Investment Services, Inc.
Planmember Securities Corporation
|Sagepoint Financial, Inc.||Phoenix, AZ||Jan 2009 - Current||9|
|Aig Financial Advisors, Inc.||Phoenix, AZ||Oct 2005 - Jan 2009||3|
|Aig Bank||Ft Walton Beach, FL||Aug 2004 - Dec 2008||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1988|
|S65||NASAA Investment Advisors Law Examination||Nov 2002|
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