Angela Wentz
CRD Number: 6120456Current Firm: Sage Wealth Consulting, LLC
Compensation Model: Fee Only
CRD# 5983189
Edward Jones
CRD# 6312608
Advice And Planning Services
CRD# 847256
Hammond Asset Management LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Sage Wealth Consulting, LLC | Sarasota, FL | Aug 2018 - Current | 5 |
Not Employed | Sarasota, FL | May 2018 - Jul 2018 | < 1 |
Fifth Third Securities | Cincinnati, OH | Apr 2017 - Apr 2018 | 1 |
Sequoia Financial Group | Akron, OH | Sep 2012 - Mar 2017 | 4 |
Valmark Securities, Inc/ | Akron, OH | Feb 2014 - Dec 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Apr 2015 |
- FL
- TX
-
Total Assets Under Management9MILLIONS
-
Total Number of Accounts65ACCOUNTS
-
Average Account Value$137,575
- 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
FL, TX
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