Gary SengleCRD Number: 6921159
Current Firm: Sagepoint Financial, Inc.
Gary Sengle (CRD# 6921159) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in La Jolla, CA and has over 4 years of experience in the finance industry.
Paradigm Shift Financial, LLC
Madison Avenue Securities, LLC
Lpl Financial LLC
|Sagepoint Financial, Inc.||La Jolla, CA||Jul 2019 - Current||3|
|Royal Alliance||Santa Ana, CA||Mar 2018 - Current||4|
|Gary Sengle Plumbing||Temecula, CA||Jan 2003 - Current||19|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2018|
|S63||Uniform Securities State Law Examination||Apr 2018|
Total Assets Under Management16,245MILLIONS
Total Number of Accounts64,353ACCOUNTS
Average Account Value$252,436
- 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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