Charles
Curtin

Sagepoint Financial, Inc

CRD#2248266
Investment Advisor
in Valencia, CA

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About this Advisor

Charles Curtin is a financial advisor who works in Valencia, California with 14 years of relevant experience. Curtin works at Sagepoint Financial, Inc. They have spent their entire time as a financial advisor at Sagepoint Financial, Inc. Curtin maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in California. Sagepoint Financial, Inc is a business based in Phoenix, AZ. The firm has offices in 770 locations and a total of 3,563 employees. It administers $17 billion in assets under management among its 86,848 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves 113 charities and foundations. Of its 86,848 client accounts, just 10% are held by high-net-worth individuals who have greater than $1 million in investable assets. The company provides a number 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. A financial advisor's fee schedules usually depend on which services the firm provides the client. However, fees billed by Sagepoint Financial, Inc likely include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

14 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

29208 Via Estancia
Valencia, CA 91354

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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

Charles Curtin Work History

Charles has been registered as a financial advisor for 14 years.*

2009 - Present (15 years)

Sagepoint Financial, Inc

*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 Charles Curtin 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

Emma Bertalan Sobczak
Phoenix, AZ
Shireef Elmakawi
San Diego, CA
Zach Strube
Appleton, WI
David Walkup
Spring, TX
Joseph Lococo
Milwaukee, WI
Brian Wilmet
Milwaukee, WI
Alan Pederson
Phoenix, AZ
Angela Martin
San Diego, CA

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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