Joseph YagerCRD Number: 6203545
Current Firm: Sagepoint Financial, Inc.
Joseph Yager (CRD# 6203545) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Wichita, KS and has over 3 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Ameriprise Financial Services, Inc.
|Sagepoint Financial||Wichita, KS||Jul 2013 - Current||3|
|Wichita State University||Wichita, KS||Jan 2006 - Mar 2013||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2013|
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
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