Joseph
Tansey
Sagepoint Financial, Inc
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About this Advisor
Joseph Tansey is a financial advisor based in San Diego, California who has 5 years of relevant experience. Tansey is currently employed by Sagepoint Financial, Inc. Their career trajectory has included roles at National Planning Corporation and Sagepoint Financial, Inc. Tansey has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in California and Texas. Sagepoint Financial, Inc is an advisory company that has its headquarters in Phoenix, AZ. The company has offices in 770 locations and a total of 3,563 financial advisors. It administers $17 billion in assets under management between its 86,848 accounts, placing it among the biggest firms in the country by assets under management. The firm serves 113 charities and foundations. Of its 86,848 client accounts, just 10% belong to high-net-worth individuals who have greater than $1 million in assets. Sagepoint Financial, Inc performs a wide 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 for financial management typically are based on which service is offered. Fees billed by Sagepoint Financial, Inc can include some 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
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$16,478,907,740
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
3,563
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
86,848
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$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
Joseph Tansey Work History
Joseph has been registered as a financial advisor for 5 years.*
Sagepoint Financial, Inc
National Planning Corporation
*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 Joseph Tansey 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
Youngstown, OH
Framingham, MA
Syracuse, NY
Spring, TX
Braintree, MA
De Pere, WI
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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