Robert
Killworth

Sagepoint Financial, Inc

CRD#4586267
Investment Advisor
in Tempe, AZ

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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

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

Disclosures

Yes

Office Location

5470 S Lakeshore Dr Suite 103
Tempe, AZ 85283

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Sagepoint Financial, Inc Brokerage Details

Total Assets Under Management

$7,988,217,859

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

1,957

AZ Average: 37
Total Number of Accounts

42,989

AZ Average: 1,370
Average Account Size

$185,820

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 (10 years)

Sage Point Financial

2007 - 2009 (2 years)

Prudential Insurance Co Of America

2007 - 2009 (2 years)

Prudential Annuities Distributors

Disclosures

Robert Killworth has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Sagepoint Financial, Inc

Jonathon Mcfall
West Des Moines, IA
Derek Pilkington
Sterling, CO
Michael Escobar
Bedford, TX
Philip Elliott
Meridian, ID
Christian Snowden
Santa Barbara, CA
Christopher Riggs
Spring, TX
Tamara Plantinga
Calabasas, CA

This content was compiled from the SEC and FINRA.

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