Jerry Carmody (CRD# 2914716) is an Investment Advisor Representative working at Sage Portfolio Management LLC in Norman, OK and has over 26 years of experience in the finance industry.
CRD# 1545223
Leonard Investment Advisors Inc.
CRD# 4304267
Arvest Wealth Management
CRD# 4976624
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sage Portfolio Management LLC | Trophy Club, TX | Jan 2014 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1997 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2002 |
- OK
- TX
-
Total Assets Under Management2MILLIONS
-
Total Number of Accounts18ACCOUNTS
-
Average Account Value$132,886
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
OK, TX
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