Aaron
Mckell

Sagepoint Financial, Inc

CRD#6407126
Investment Advisor
in Fresno, CA

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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

Series 66

Years Registered*

3 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

Office Location

7108 North Fresno Street Suite 410
Fresno, CA 93720

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Sagepoint Financial, Inc Brokerage Details

Total Assets Under Management

$16,478,907,740

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

3,563

CA Average: 37
Total Number of Accounts

86,848

CA Average: 1,370
Average Account Size

$189,744

CA Average: $1,135,308

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.*

2020 - Present (4 years)

Sagepoint Financial, Inc

2014 - Present (10 years)

Veater Financial Group

2014 - 2020 (6 years)

Lpl Financial

2013 - 2014 (1 year)

Pricewaterhouse Coopers Llp

2013 - 2013 (< 1 year)

High Country Rafting

2009 - 2013 (4 years)

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

Courtney Carr
De Pere, WI
Jairo Acevedo
Phoenix, AZ
Timothy Sepsi
Lemont Furnace, PA
David Walkup
Spring, TX
Samantha Fleming
Framingham, MA
Stavros Moforis
Oldsmar, FL
Alan Pederson
Phoenix, AZ
Sean Mannello
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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