Gregory SagersCRD Number: 4499687
Current Firm: Planmember Securities Corporation
Gregory Sagers (CRD# 4499687) is an Investment Advisor Representative working at Planmember Securities Corporation in Murray, UT and has over 16 years of experience in the finance industry.
Uma Financial Services Inc.
|Planmember Securities Corporation||Carpinteria, CA||Nov 2014 - Current||3|
|Gregory J. Sagers (self Employed)||Kaysville, UT||Nov 2014 - Current||3|
|Financial Educational Systems, Inc.||Kaysville, UT||Feb 2010 - Current||8|
|Gwn Securities Inc.||Palm Beach Gardens, FL||Aug 2010 - Nov 2014||4|
|Great American Advisors, Inc.||Cincinnati, OH||Mar 2010 - Aug 2010||< 1|
|Morgan Stanley Smith Barney||South Jordan, UT||Jun 2009 - Feb 2010||< 1|
|Morgan Stanley & Company, Incorporated||West Valley, UT||Apr 2007 - Feb 2010||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2002|
|S65||NASAA Investment Advisors Law Examination||Nov 2006|
Total Assets Under Management3,150MILLIONS
Total Number of Accounts57,400ACCOUNTS
Average Account Value$54,878
- 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, VT, WA, WI, WV
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