Janet BirdCRD Number: 1130814
Current Firm: Sagepoint Financial, Inc.
Janet Bird (CRD# 1130814) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Tacoma, WA and has over 34 years of experience in the finance industry. Janet Bird has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Brighton Jones LLC
Byrne & Company Wealth Management, LLC
Northern Lights Advisors, Inc.
|Sagepoint Financial Services, Inc.||Tacoma, WA||Jun 2009 - Current||8|
|Jan Bird & Associates, Inc.||Tacoma, WA||May 1985 - Current||32|
|Aig Financial Advisors, Inc.||Phoenix, AZ||Oct 2005 - Dec 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1983|
|S65||NASAA Investment Advisors Law Examination||Jun 1999|
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