Nancy AndersonCRD Number: 1832455
Current Firm: Sagepoint Financial, Inc.
Nancy Anderson (CRD# 1832455) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Huntersville, NC and has over 29 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Sagepoint Financial, Inc.||Mooresville, NC||Jan 2009 - Current||8|
|Aig Financial Advisors, Inc.||Phoenix, AZ||Nov 2005 - Jan 2009||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1988|
|S65||NASAA Investment Advisors Law Examination||Aug 1992|
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