Robert SutterCRD Number: 1812129
Current Firm: Sagepoint Financial, Inc.
Robert Sutter (CRD# 1812129) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Tuscaloosa, AL and has over 16 years of experience in the finance industry.
Jmf Capstone Wealth Management
Ameriprise Financial Services, Inc.
Raymond James & Associates, Inc.
|Sagepoint Financial, Inc.||Phoenix, AZ||Jan 2009 - Current||9|
|American General Securities Incorporated||Tuscaloosa, AL||Oct 2002 - Current||15|
|Aig American General Life Insurance Company||Tuscaloosa, AL||Oct 2002 - Current||15|
|Morrison & Smith, LLP||Tuscaloosa, AL||Jul 1991 - Current||26|
|Aig Financial Advisors, Inc.||Tuscaloosa, AL||Oct 2008 - Jan 2009||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2001|
|S65||NASAA Investment Advisors Law Examination||Aug 2008|
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