Sagepoint Financial, Inc
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About this Advisor
Robert Killworth is an advisor who works out of Tempe, Arizona. Currently an advisor with Sagepoint Financial, Inc, Killworth has 10 years of professional experience as a registered advisor. Killworth has Series 63 and Series 66 licenses, designating the advisor as a securities agent. Killworth can work with investors in California. Killworth has spent their complete career at Sagepoint Financial, Inc. Sagepoint Financial, Inc is headquartered in Tempe, Arizona, and operates out of 618 brick-and-mortar locations in the United States. In total, Sagepoint Financial, Inc oversees $8 billion in assets covering 42,989 client accounts and retains more than 1,957 people. The amount of assets the firm manages places it among the biggest financial advisory firms in the nation. The firm manages 25,061 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 16% of the advisory firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. Sagepoint Financial, Inc can provide 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's fees may include 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
Robert Killworth Work History
Robert has 11 years of experience.
Sage Point Financial
Robert Killworth has disclosures.
Please visit their SEC profile for more details.
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