Aaron
Mckell
Sagepoint Financial, Inc
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About this Advisor
Aaron Mckell is a financial advisor based out of Fresno, California with a total of 3 years of relevant experience. Mckell is on the advisory team at Sagepoint Financial, Inc. Their career trajectory has included roles at Veater Financial Group, Pricewaterhouse Coopers Llp, High Country Rafting, Brigham Young University, Lpl Financial and Sagepoint Financial, Inc. Mckell maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in California. Sagepoint Financial, Inc is a company that has its headquarters in Phoenix, AZ. The company has offices in 770 locations and a total of 3,563 advisors. It administers $17 billion in total assets between its 86,848 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 113 charitable organizations. Of its 86,848 client accounts, just 10% are associated with high-net-worth individuals who have more than $1 million in assets. The firm has a diverse array of services, such as 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. Fees charged by financial advisors vary depending on the type of services. However, fee types billed by Sagepoint Financial, Inc likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sagepoint Financial, Inc Brokerage Details
$16,478,907,740
3,563
86,848
$189,744
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
Aaron Mckell Work History
Aaron has been registered as a financial advisor for 3 years.*
Sagepoint Financial, Inc
Veater Financial Group
Lpl Financial
Pricewaterhouse Coopers Llp
High Country Rafting
Brigham Young University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Aaron Mckell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sagepoint Financial, Inc
De Pere, WI
Phoenix, AZ
Lemont Furnace, PA
Spring, TX
Framingham, MA
Oldsmar, FL
Phoenix, AZ
Phoenix, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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