Mustafa BilenlerCRD Number: 4593983
Current Firm: Sagepoint Financial, Inc.
Mustafa Bilenler (CRD# 4593983) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Phoenix, AZ and has over 11 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Barnes Investment Advisory Inc.
|Sagepoint Financial, Inc.||Phoenix, AZ||Jan 2009 - Current||9|
|Aig Financial Advisors, Inc.||Phoenix, AZ||Jun 2006 - Jan 2009||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2006|
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