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 11 - 20 of 984 top financial advisors.
11
Antonio E. Albistu
CRD#: 2023889
1100 West 55th Pl, Hialeah, FL 33012

Antonio Albistu (CRD# 2023889) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Hialeah, FL and has over 10 years of experience in the finance industry.

12
Edward I. Albrecht
CRD#: 4472199
3323 Old Conejo Road, Newbury Park, CA 91320

Edward Albrecht (CRD# 4472199) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Newbury Park, CA and has over 19 years of experience in the finance industry.

13
Sarah B. Alderman
CRD#: 6745503
1134 Main Street, Commerce, TX 75428

Sarah Alderman (CRD# 6745503) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Commerce, TX and has over 2 years of experience in the finance industry.

14
Thomas Aldrich
CRD#: 6796151
2805 Wehrle Drive, Suite 14, Williamsville, NY 14221

Thomas Aldrich (CRD# 6796151) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Williamsville, NY and has over 2 years of experience in the finance industry.

15
Gary C. Alexander
CRD#: 2882199
5310 Nw 33 Ave., Suite 206, Fort Lauderdale, FL 33309

Gary Alexander (CRD# 2882199) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Fort Lauderdale, FL and has over 23 years of experience in the finance industry.

16
Stephen E. Alexander
CRD#: 1600967
1800 Bering Dr, Ste 395, Houston, TX 77057

Stephen Alexander (CRD# 1600967) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Houston, TX and has over 27 years of experience in the finance industry.

17
Michael J. Allen
CRD#: 2334231
211 W Sycamore Street, Columbus Grove, OH 45830

Michael Allen (CRD# 2334231) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Columbus Grove, OH and has over 22 years of experience in the finance industry.

18
Emiliano Alonso
CRD#: 3044301
5665 Sw Meadows Rd, Suite 120, Lake Oswego, OR 97035

Emiliano Alonso (CRD# 3044301) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Lake Oswego, OR and has over 22 years of experience in the finance industry.

19
Brent R. Anderson
CRD#: 4823
128 E Carrillo St, Santa Barbara, CA 93101

Brent Anderson (CRD# 4823) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Santa Barbara, CA and has over 22 years of experience in the finance industry.

20
Janet K. Anderson
CRD#: 4164670
Portland, OR

Janet Anderson (CRD# 4164670) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Portland, OR and has over 20 years of experience in the finance industry.

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