Gary Sengle, financial advisor La Jolla CA

Gary Sengle

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Gary Sengle
Phone Number: 1-800-552-3319 EXT 2606
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    16,245
    MILLIONS
  • Total Number of Accounts
    64,353
    ACCOUNTS
  • Average Account Value
    $252,436
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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