Cary Schultz (CRD# 5961746) is an Investment Advisor Representative working at Sagepoint Financial, Inc. and Califano Financial Group (CRD# 138407) in San Pedro, CA and has over 4 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | San Pedro, CA | Sep 2023 - Current | < 1 |
| Califano Financial Group | San Pedro, CA | Feb 2011 - Current | 13 |
| Sagepoint Financial | Long Beach, CA | Aug 2011 - Sep 2023 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2012 |
- CA
-
Total Assets Under Management44MILLIONS
-
Total Number of Accounts207ACCOUNTS
-
Average Account Value$210,434
- 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
CA
Securities and advisory services offered through SagePoint Financial, Inc., member FINRA and SIPC. Additional advisory and insurance services offered through Califano Financial Group independent of SagePoint Financial Inc. California Insurance License #0I03698.
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