Sage & Bell Financial Advisors, LLC

Sage & Bell Financial Advisors, LLC (CRD# 152543) is a financial advisory firm headquartered in Surfside Beach, SC. They manage $7,000,000 in 59 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    59
    ACCOUNTS
  • Average Account Value
    $118,644
Compensation Options
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

SC

Financial Advisors at Sage & Bell Financial Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
David W. Sage
CRD#: 4738359
1015 16th Ave Nw, Surfside Beach, SC 29575
96
Wealthminder
score

David Sage (CRD# 4738359) is an Investment Advisor Representative working at Sage & Bell Financial Advisors, LLC in Surfside Beach, SC and has over 12 years of experience in the finance industry. David Sage 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.

2
Randy J. Bell
CRD#: 4738366
1015 16th Ave Nw, Surfside Beach, SC 29575
93
Wealthminder
score

Randy Bell (CRD# 4738366) is an Investment Advisor Representative working at Sage & Bell Financial Advisors, LLC in Surfside Beach, SC and has over 12 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.