Eric
Sanger

Sagepoint Financial, Inc

CRD#5268260
Investment Advisor
in Phoenix, AZ

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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

Series 66

Years of Experience

10 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, Commissions

Disclosures

No

Office Location

20 E Thomas Rd Suite 2000
Phoenix, AZ 85012

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Sagepoint Financial, Inc Brokerage Details

Total Assets Under Management

$9,995,279,814

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

1,954

AZ Average: 37
Total Number of Accounts

46,390

AZ Average: 1,370
Average Account Size

$215,462

AZ Average: $1,135,308

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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.

2015 - Present (7 years)

Sagepoint Financial, Inc

2014 - Present (8 years)

Nature'S Drop Essential Oil

2012 - 2015 (3 years)

Ben Miller

2010 - 2012 (2 years)

M Kent Welborn

2010 - 2015 (5 years)

Northwestern Mutual Investment Services, LLC

Disclosures

Eric Sanger has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Sagepoint Financial, Inc

Nickolas Ohara
Aspen, CO
Joanne Sturgill
Newark, CA
Susan Osborn
Camarillo, CA
Zach Buettner
Waterloo, IL
Kamron Bahrami
San Diego, CA
Charles Sears
Worcester, MA
Larry Morrison
Fort Lauderdale, FL
David Morris
Clarks Summit, PA

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

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.

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