Christina
Bilenler

Sagepoint Financial, Inc

CRD#5510999
Investment Advisor
in Phoenix, AZ

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About this Advisor

Christina Bilenler is a financial advisor who works out of Phoenix, Arizona, with a total of 7 years of relevant experience. Bilenler is an employee of Sagepoint Financial, Inc. They have been employed by Sagepoint Financial, Inc for their complete career. Bilenler holds Series 63 and Series 66 licenses, certifying them as a securities broker, and is approved to operate in California. Sagepoint Financial, Inc is a financial advisory firm operating out of Phoenix, AZ. It has offices in 770 locations and a total of 3,563 people on staff. It oversees $17 billion in total assets between its 86,848 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 113 charities and foundations. Of its 86,848 client accounts, just 10% are held by high-net-worth individuals who have greater than $1 million in investable assets. Sagepoint Financial, Inc offers a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules typically vary depending on which services the firm provides the client. Fee types billed by Sagepoint Financial, Inc most likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

20 East Thomas Road Suite 2000
Phoenix, AZ 85012

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Sagepoint Financial, Inc Brokerage Details

Total Assets Under Management

$16,478,907,740

AZ Average: $1,555,372,352
Total Number of Employees

3,563

AZ Average: 37
Total Number of Accounts

86,848

AZ Average: 1,370
Average Account Size

$189,744

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Christina Bilenler Work History

Christina has been registered as a financial advisor for 7 years.*

2009 - Present (15 years)

Sagepoint Financial, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Christina Bilenler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Sagepoint Financial, Inc

Timothy Sepsi
Lemont Furnace, PA
Samantha Fleming
Framingham, MA
Leo Choquette
Braintree, MA
David Walkup
Spring, TX
Kenneth Hagar
Sterling Heights, MI
Courtney Carr
De Pere, WI
Alan Pederson
Phoenix, AZ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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