Sagepoint Financial, Inc
About this Advisor
Eric Sanger is an advisor whose office is in Phoenix, Arizona. Currently a registered investment advisor at Sagepoint Financial, Inc, Sanger has 10 years of professional experience as a financial advisor. Sanger has a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Sanger can serve clients based out of Georgia. Over the course of their career, Sanger has held roles at M Kent Welborn, Northwestern Mutual Investment Services, LLC, Ben Miller, Nature'S Drop Essential Oil and Sagepoint Financial, Inc. Sagepoint Financial, Inc is headquartered in Phoenix, Arizona, and has 564 additional offices across the country. In aggregate, Sagepoint Financial, Inc manages $10 billion in assets across 46,390 client accounts and retains more than 1,954 people. The level of assets currently under the firm's management places it among the largest financial advisory firms in the nation. The firm manages 39,237 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 16% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. Sagepoint Financial, Inc can offer 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. The firm may charge clients asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Sagepoint Financial, Inc Brokerage Details
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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
Eric Sanger Work History
Eric has 10 years of experience.
Sagepoint Financial, Inc
Nature'S Drop Essential Oil
M Kent Welborn
Northwestern Mutual Investment Services, LLC
Eric Sanger has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Sagepoint Financial, Inc
San Diego, CA
Fort Lauderdale, FL
Clarks Summit, PA
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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.