Sagepoint Financial, Inc.

Sagepoint Financial, Inc. (CRD# 133763) is a financial advisory firm headquartered in Phoenix, AZ. They manage $7,988,217,859 in 42,989 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    7,988
    MILLION
  • Total Number of Accounts
    42,989
    ACCOUNTS
  • Average Account Value
    $185,820
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.

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

Financial Advisors at Sagepoint Financial, Inc.
Showing 1 - 10 of 950 top financial advisors.
1
Heath P. Abernathy
CRD#: 2785474
Grapevine, TX 76051

Heath Abernathy (CRD# 2785474) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Grapevine, TX and has over 23 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.

2
John L. Abrams
CRD#: 2795856
Fort Lauderdale, FL 33309

John Abrams (CRD# 2795856) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Fort Lauderdale, FL and has over 22 years of experience in the finance industry.

3
James A. Abrego
CRD#: 4227158
Phoenix, AZ 85012

James Abrego (CRD# 4227158) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Phoenix, AZ and has over 11 years of experience in the finance industry.

4
Jairo A. Acevedo
CRD#: 5922302
Phoenix, AZ 85012

Jairo Acevedo (CRD# 5922302) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Phoenix, AZ and has over 3 years of experience in the finance industry.

5
Jay J. Adams
CRD#: 2799510
Oakmont, PA 15139

Jay Adams (CRD# 2799510) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Oakmont, PA and has over 23 years of experience in the finance industry.

6
Donald W. Adcock
CRD#: 1382
Dalton, GA 30720

Donald Adcock (CRD# 1382) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Dalton, GA and has over 30 years of experience in the finance industry.

7
Kenneth L. Agee
CRD#: 2768598
Lake Charles, LA 70601

Kenneth Agee (CRD# 2768598) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Lake Charles, LA and has over 21 years of experience in the finance industry.

8
John J. Aguilera
CRD#: 2066720
Vista, CA 92084

John Aguilera (CRD# 2066720) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Vista, CA and has over 29 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.

9
Todd W. Ahrenholz
CRD#: 5603346
Willmar, MN 56201

Todd Ahrenholz (CRD# 5603346) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Willmar, MN and has over 10 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.

10
Antonio E. Albistu
CRD#: 2023889
Hialeah, FL 33012

Antonio Albistu (CRD# 2023889) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Hialeah, FL and has over 9 years of experience in the finance industry.

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