Sagepoint Financial, Inc
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About this Advisor
Robert Killworth is an advisor in Tempe, Arizona. Currently a registered investment advisor with Sagepoint Financial, Inc, Killworth has 11 years of professional experience in the financial advisory industry. Killworth holds Series 63 and Series 66 licenses, qualifying the advisor as a securities representative. Killworth is able to work with investors based out of California. Their career trajectory has included roles at Prudential Insurance Co Of America, Prudential Annuities Distributors and Sage Point Financial. Sagepoint Financial, Inc is headquartered in Tempe, Arizona, and has 615 other brick-and-mortar locations in the nation. As an advisor firm, Sagepoint Financial, Inc oversees $7 billion in assets across 33,830 accounts and retains more than 2,032 people. The amount of assets the firm manages places it among the biggest financial advisory firms in the country. The firm manages 19,836 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 11% of the investment firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. 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'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
Prudential Insurance Co Of America
Prudential Annuities Distributors
Robert Killworth has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Sagepoint Financial, Inc
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