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).
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Total Assets Under Management12,456MILLION
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Total Number of Accounts53,729ACCOUNTS
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Average Account Value$231,832
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.