Sagepoint Financial, Inc.

Sagepoint Financial, Inc. (CRD# 133763) is a financial advisory firm headquartered in Phoenix, AZ. They manage $12,456,077,030 in 53,729 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    12,456
    MILLION
  • Total Number of Accounts
    53,729
    ACCOUNTS
  • Average Account Value
    $231,832
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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 984 top financial advisors.
1
Heath P. Abernathy
CRD#: 2785474
129 Main Street, Suite 260, Grapevine, TX 76051

Heath Abernathy (CRD# 2785474) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Grapevine, TX and has over 24 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
8603 South Dixie Highway, Suite 217-a, Pinecrest, FL 33156

John Abrams (CRD# 2795856) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Pinecrest, FL and has over 24 years of experience in the finance industry.

3
Jairo A. Acevedo
CRD#: 5922302
20 E Thomas Rd, Suite 2000, Phoenix, AZ 85012

Jairo Acevedo (CRD# 5922302) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Phoenix, AZ and has over 5 years of experience in the finance industry.

4
Jay J. Adams
CRD#: 2799510
420 Allegheny River Blvd., Oakmont, PA 15139

Jay Adams (CRD# 2799510) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Oakmont, PA and has over 24 years of experience in the finance industry.

5
Terrance L. Adams
CRD#: 1275
Massillon, OH

Terrance Adams (CRD# 1275) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Massillon, OH and has over 21 years of experience in the finance industry.

6
Donald W. Adcock
CRD#: 1382
402 West Hawthorne Street, Dalton, GA 30720

Donald Adcock (CRD# 1382) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Dalton, GA and has over 32 years of experience in the finance industry.

7
Kenneth L. Agee
CRD#: 2768598
900 Ryan St., Ste 302, 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 23 years of experience in the finance industry.

8
Ajay Agrawal
CRD#: 3110140
3900 Newpark Mall Road, Suite 339, Newark, CA 94560

Ajay Agrawal (CRD# 3110140) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Newark, CA and has over 14 years of experience in the finance industry.

9
John J. Aguilera
CRD#: 2066720
122 Civic Center Dr., Suite 103, Vista, CA 92084

John Aguilera (CRD# 2066720) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Vista, CA and has over 30 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.

10
Todd W. Ahrenholz
CRD#: 5603346
309 Lakeland Drive Southeast, Unit 2, Willmar, MN 56201

Todd Ahrenholz (CRD# 5603346) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Willmar, MN and has over 12 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.

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