Sagepoint Financial, Inc

Investment Advisor
in Tempe, AZ

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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

Series 63, Series 66

Years of Experience

11 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



Office Location

5470 S Lakeshore Dr Suite 103
Tempe, AZ 85283

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Sagepoint Financial, Inc Brokerage Details

Total Assets Under Management


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


AZ Average: 37
Total Number of Accounts


AZ Average: 1,370
Average Account Size


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

Robert Killworth Work History

Robert has 11 years of experience.

2009 - Present (11 years)

Sage Point Financial


Robert Killworth has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Sagepoint Financial, Inc

Eric Sanger
Phoenix, AZ
Philip Elliott
Meridian, ID
Fany Hirales
San Diego, CA
Erika Lewin-Harris
Boca Raton, FL
Saba Candari
Manhattan Beach, CA
Raymond Curtin
Pompano Beach, FL
Ali Kazemi
San Francisco, CA
Dorothy Palfini
Redding, CA

This content was compiled from the SEC and FINRA.

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