David DraperCRD Number: 5057663
Current Firm: Sagepoint Financial, Inc.
David Draper (CRD# 5057663) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Saint Charles, IL and has over 16 years of experience in the finance industry.
Upper Left Wealth Management, LLC
Sequoia Wealth Management, LLC
Securities America Advisors, Inc.
|Sagepoint Financial, Inc.||Geneva, IL||Jan 2009 - Current||12|
|Aig American General Life Insurance Company||St Charles, IL||Oct 2003 - Current||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2005|
|S65||NASAA Investment Advisors Law Examination||Dec 2005|
Total Assets Under Management12,456MILLIONS
Total Number of Accounts53,729ACCOUNTS
Average Account Value$231,832
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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