John ChioloCRD Number: 1213179
Current Firm: Sagepoint Financial, Inc.
John Chiolo (CRD# 1213179) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Lubbock, TX and has over 20 years of experience in the finance industry.
Trinity Wealth Management
Voya Financial Advisors, Inc.
Lpl Financial LLC
|Sagepoint Financial, Inc.||Lubbock, TX||Jan 2009 - Current||9|
|Aig Financial Advisors, Inc.||Lubbock, TX||Oct 2008 - Jan 2009||< 1|
|American General Securities Incorporated||Lubbock, TX||Feb 1997 - Oct 2008||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1997|
- Customer Dispute
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