Sagepoint Financial, Inc
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About this Advisor
Alton Takabayashi is a financial advisor operating out of Torrance, California, with 18 years of experience as a financial advisor. Takabayashi is an employee of Sagepoint Financial, Inc. Throughout their career, they have worked at Doffin Group, Inc Dba Doffin Investments, Semi-Retired, Madison Avenue Securities, Inc, Ano Ano and Sagepoint Financial, Inc. Takabayashi maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in California. Sagepoint Financial, Inc is an advisory company that has its headquarters in Torrance, California. The investment advisory business has offices in 615 locations and a total of 2,032 employees. It has $7 billion in total assets among its 33,830 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides services to 67 charitable organizations. Of its 33,830 client accounts, just 11% belong to high-net-worth clients who have at least $1 million in assets available to invest. Sagepoint Financial, Inc has a broad range of services, including 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 for financial management largely vary depending on the type of financial services. Fee types billed by Sagepoint Financial, Inc 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
Alton Takabayashi Work History
Alton has 18 years of experience.
Sagepoint Financial, Inc
Doffin Group, Inc Dba Doffin Investments
Madison Avenue Securities, Inc
Alton Takabayashi has no disclosures.
Please visit their SEC profile for more details.