Waypoints Financial

Waypoints Financial (CRD# 157494) is a financial advisory firm headquartered in Sebring, FL. They manage $114,692,729 in 614 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    115
    MILLION
  • Total Number of Accounts
    614
    ACCOUNTS
  • Average Account Value
    $186,796
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, TX

Financial Advisors at Waypoints Financial
Showing 1 - 3 of 3 top financial advisors.
1
John R. Clark
CRD#: 2139449
2478 U.s. Hwy 27 North, Sebring, FL 33870

John Clark (CRD# 2139449) is an Investment Advisor Representative working at Waypoints Financial in Sebring, FL and has over 32 years of experience in the finance industry.

2
Thomas S. Crutchfield
CRD#: 2846546
2478 U.s. Hwy 27 North, Sebring, FL 33870

Thomas Crutchfield (CRD# 2846546) is an Investment Advisor Representative working at Waypoints Financial in Sebring, FL and has over 27 years of experience in the finance industry.

3
Victor J. Divietro
CRD#: 2652020
2478 U.s. Hwy 27 North, Sebring, FL 33870

Victor Divietro (CRD# 2652020) is an Investment Advisor Representative working at Waypoints Financial in Sebring, FL and has over 28 years of experience in the finance industry.

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