Patricia
Toner
Sagepoint Financial, Inc
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About this Advisor
Patricia Toner is a certified financial planner who works in Newport Beach, California with 18 years of industry experience. Toner is an advisor for Sagepoint Financial, Inc. They have been an employee of Sagepoint Financial, Inc for their total career. Toner holds Series 63 and Series 66 licenses, certifying them as a securities agent, and is registered to operate in California and Florida. Sagepoint Financial, Inc is a company operating out of Phoenix, AZ. The company has offices in 770 locations and a total of 3,563 employees. It controls $17 billion in assets between its 86,848 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides services to 113 charities and foundations. Of its 86,848 customer accounts, just 10% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Sagepoint Financial, Inc provides a broad 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 charged by financial advisors largely are based on which service is provided. Fees billed by Sagepoint Financial, Inc can consist 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
Patricia Toner Work History
Patricia has been registered as a financial advisor for 18 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 Patricia Toner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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.
