Kenneth AgeeCRD Number: 2768598
Current Firm: Sagepoint Financial, Inc.
Kenneth Agee (CRD# 2768598) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Lake Charles, LA and has over 23 years of experience in the finance industry.
Lpl Financial LLC
J.p. Morgan Securities LLC
Securities America Advisors, Inc.
|Sagepoint Financial, Inc.||Lake Charles, LA||Feb 2018 - Current||3|
|Questar Asset Management||Minneapolis, MN||Sep 2011 - Feb 2018||6|
|Questar Capital Corporation||Minneapolis, MN||Sep 2011 - Jan 2018||6|
|National Planning Corporation||Santa Monica, CA||Mar 2011 - Sep 2011||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1998|
|S65||NASAA Investment Advisors Law Examination||Jul 2016|
Total Assets Under Management12,456MILLIONS
Total Number of Accounts53,729ACCOUNTS
Average Account Value$231,832
- 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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