Sagepoint Financial, Inc.
Sagepoint Financial, Inc. (CRD# 133763) is a financial advisory firm headquartered in Phoenix, AZ. They manage $16,478,907,740 in 86,848 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management16,479MILLION
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Total Number of Accounts86,848ACCOUNTS
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Average Account Value$189,744
- 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
Heath Abernathy (CRD# 2785474) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Grapevine, TX and has over 26 years of experience in the finance industry. Heath Abernathy 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.
Jairo Acevedo (CRD# 5922302) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Phoenix, AZ and has over 7 years of experience in the finance industry.
Jay Adams (CRD# 2799510) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Oakmont, PA and has over 26 years of experience in the finance industry.
Terrance Adams (CRD# 1275) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Massillon, OH and has over 23 years of experience in the finance industry.
Donald Adcock (CRD# 1382) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Dalton, GA and has over 34 years of experience in the finance industry.
Kenneth Agee (CRD# 2768598) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Lake Charles, LA and has over 25 years of experience in the finance industry.
Ajay Agrawal (CRD# 3110140) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Newark, CA and has over 16 years of experience in the finance industry.
John Aguilera (CRD# 2066720) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Vista, CA and has over 32 years of experience in the finance industry. John Aguilera 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.
Todd Ahrenholz (CRD# 5603346) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Willmar, MN and has over 14 years of experience in the finance industry. Todd Ahrenholz 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.