Lawrence
Costa

Sagepoint Financial, Inc

CRD#1108277
Investment Advisor
in Arcadia, CA
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About this Advisor

Lawrence Costa is a financial advisor who works out of Arcadia, California, who has been in the financial industry for 38 years. Costa works at Sagepoint Financial, Inc. Throughout their career, they have worked at Lmc Insurance & Financial Services, Lmc Financial Services, Aig Financial Advisors, Inc and Sagepoint Financial, Inc. Costa has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in California, Washington, Hawaii and Texas. Sagepoint Financial, Inc is an advisory company that has its headquarters in Arcadia, California. The investment advisory business has offices in 615 locations and a total of 2,032 financial advisors. It manages $7 billion in assets under management between its 33,830 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm serves 67 charities and foundations. Of its 33,830 customer accounts, just 11% are associated with high-net-worth clients who have at least $1 million in assets. Sagepoint Financial, Inc 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. Financial management fees largely depend on which services the firm provides the client. However, fee types charged by Sagepoint Financial, Inc most likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

38 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, Commissions

Disclosures

No

Office Location

1245 West Huntington Drive Suite 208
Arcadia, CA 91007

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Sagepoint Financial, Inc Brokerage Details

Total Assets Under Management

$7,988,217,859

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

1,957

CA Average: 37
Total Number of Accounts

42,989

CA Average: 1,370
Average Account Size

$185,820

CA Average: $1,135,308

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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

Lawrence Costa Work History

Lawrence has 38 years of experience.

2009 - Present (10 years)

Sagepoint Financial, Inc

1980 - Present (39 years)

Lmc Insurance & Financial Services

1980 - Present (39 years)

Lmc Financial Services

2005 - 2009 (4 years)

Aig Financial Advisors, Inc

Disclosures

Lawrence Costa has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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