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 21 - 30 of 984 top financial advisors.
21
Justin R. Anderson
CRD#: 4549763
3700 State Street, Suite 240, Santa Barbara, CA 93105

Justin Anderson (CRD# 4549763) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Santa Barbara, CA and has over 18 years of experience in the finance industry. Justin Anderson 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.

22
Nancy M. Anderson
CRD#: 1832455
9820 Northcross Center Court, Suite 117, Huntersville, NC 28078

Nancy Anderson (CRD# 1832455) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Huntersville, NC and has over 32 years of experience in the finance industry.

23
Ross L. Anderson
CRD#: 5677662
30211 Avenida De Las Banderas, Suite 200, Rancho Santa Margarita, CA 92688

Ross Anderson (CRD# 5677662) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Rancho Santa Margarita, CA and has over 11 years of experience in the finance industry. Ross Anderson 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.

24
Gus L. Andrews
CRD#: 2362417
1507 Huguenot Rd, Suite 101, Midlothian, VA 23113

Gus Andrews (CRD# 2362417) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Midlothian, VA and has over 27 years of experience in the finance industry.

25
Mark W. Anthoine
CRD#: 2029066
103 Park Street, Lewiston, ME 04240

Mark Anthoine (CRD# 2029066) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Lewiston, ME and has over 21 years of experience in the finance industry.

26
Michael J. Arena
CRD#: 1929230
5110 Main Street, Suite 214, Williamsville, NY 14221

Michael Arena (CRD# 1929230) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Williamsville, NY and has over 31 years of experience in the finance industry.

27
Ryan M. Armstrong
CRD#: 4999839
12900 Hall Road, Suite 415, Sterling Heights, MI 48313

Ryan Armstrong (CRD# 4999839) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Sterling Heights, MI and has over 15 years of experience in the finance industry.

28
Joseph M. Arndt
CRD#: 1438002
9986 Manchester Road, Suite 201, St. Louis, MO 63122

Joseph Arndt (CRD# 1438002) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in St. Louis, MO and has over 34 years of experience in the finance industry.

29
Byron E. Arnold
CRD#: 5908228
4 Acadiana Court, Beaumont, TX 77706

Byron Arnold (CRD# 5908228) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Beaumont, TX and has over 9 years of experience in the finance industry. Byron Arnold 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.

30
Stephen C. Arnold
CRD#: 1178562
3323 Old Conejo Road, Newbury Park, CA 91320

Stephen Arnold (CRD# 1178562) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Newbury Park, CA and has over 37 years of experience in the finance industry.

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