Timothy Sepsi, financial advisor Lemont Furnace PA
90 score

Timothy Sepsi

CRD Number: 6144554
Current Firm: Sagepoint Financial, Inc.

Timothy Sepsi (CRD# 6144554) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Lemont Furnace, PA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Sagepoint Financial, Inc. Lemont Furnace, PA Dec 2016 - Current 1
Sepsico, LLC Millsboro, PA Mar 2015 - Current 3
Various Insurance Carriers For W&r Insurance Agencies Millsboro, PA Jun 2013 - Current 4
Waddell & Reed, Inc. Washington, PA Mar 2013 - Dec 2016 3
Aflac Bridgeville, PA Apr 2016 - Oct 2016 < 1
Greene County Country Club Waynesburg, PA Mar 2013 - Oct 2013 < 1
Unemployed Millsboro, PA Nov 2012 - Mar 2013 < 1
Greene County Country Club Waynesburg, PA Mar 2012 - Nov 2012 < 1
Unemployed Millsboro, PA Nov 2011 - Mar 2012 < 1
Greene County Country Club Waynesburg, PA Mar 2011 - Nov 2011 < 1
Unemployed Millsboro, PA Nov 2010 - Mar 2011 < 1
Greene County Country Club Waynesburg, PA Mar 2010 - Nov 2010 < 1
Unemployed Millsboro, PA Nov 2009 - Mar 2010 < 1
Greene County Country Club Waynesburg, PA Mar 2009 - Nov 2009 < 1
Unemployed Millsboro, PA Nov 2008 - Mar 2009 < 1
Greene County Country Club Waynesburg, PA Mar 2008 - Nov 2008 < 1
Unemployed Millsboro, PA Oct 2007 - Mar 2008 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2013
S65 NASAA Investment Advisors Law Examination Jul 2014
Contact Info for Timothy J. Sepsi
Phone Number: 1-800-552-3319 EXT 2606
Registered State(s):
  • NC
  • PA
  • WV
  • OH
By the Numbers
  • Total Assets Under Management
    5,165
    MILLIONS
  • Total Number of Accounts
    25,703
    ACCOUNTS
  • Average Account Value
    $200,939
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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

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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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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