Gregory
Fong
Sagepoint Financial, Inc
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About this Advisor
Gregory Fong is a certified financial planner and chartered financial consultant operating out of Torrance, California who has 1 year of relevant experience. Fong works at Sagepoint Financial, Inc. Fong has gained experience at Instructor, Planning Plus Educational Group, Metropolitan State College Of Denver - Pfp Program, Planned Wealth Consultants and Sagepoint Financial, Inc. Fong maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in California. Sagepoint Financial, Inc is a firm based out of Phoenix, AZ. The firm has offices in 770 locations and a total of 3,563 people on staff. It handles $17 billion in assets across its 86,848 accounts, placing it among the biggest firms in the country by assets under management. The firm advises 113 charities and foundations. Of its 86,848 client accounts, just 10% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Sagepoint Financial, Inc performs a wide assortment 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. A financial advisor's fees typically vary depending on which service is provided. Fee types billed by Sagepoint Financial, Inc can include any blend 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
Gregory Fong Work History
Gregory has been registered as a financial advisor for 1 years.*
Sagepoint Financial, Inc
Metropolitan State College Of Denver - Pfp Program
Planned Wealth Consultants
Instructor
Planning Plus Educational Group
*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 Gregory Fong 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
Framingham, MA
Houston, TX
Youngstown, OH
Spring, TX
Syracuse, NY
Oldsmar, FL
Phoenix, AZ
Fresno, 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.
