Richard AugustineCRD Number: 4091547
Current Firm: Sagepoint Financial, Inc.
Richard Augustine (CRD# 4091547) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Schaumburg, IL and has over 22 years of experience in the finance industry.
Upper Left Wealth Management, LLC
Sequoia Wealth Management, LLC
Securities America Advisors, Inc.
|Sagepoint Financial, In.c||Schaumburg, IL||May 2022 - Current||< 1|
|Austin Bancorp||Chicago, IL||Jul 1999 - Current||23|
|R.j. Augustine & Associates||Schaumburg, IL||Dec 1973 - Current||48|
|Lincoln Financial Advisors||Schaumburg, IL||Feb 2012 - May 2022||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2000|
|S65||NASAA Investment Advisors Law Examination||May 2005|
Total Assets Under Management16,245MILLIONS
Total Number of Accounts64,353ACCOUNTS
Average Account Value$252,436
- 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, VI, VT, WA, WI, WV, WY
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