Sagepoint Financial, Inc
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About this Advisor
Rose Hickman is an advisor whose office is in Torrance, California. Currently a registered advisor with Sagepoint Financial, Inc, Hickman has 11 years of work experience. Hickman maintains Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Hickman is registered to work with clients in California. Over the course of their career, they have held roles at Securities Service Network, Inc and Thompson Wealth Management, Inc. Sagepoint Financial, Inc is headquartered in Torrance, California, and has 615 locations across the nation. In total, Sagepoint Financial, Inc oversees $7 billion in assets dispersed across 33,830 accounts and retains more than 2,032 people. The level of assets currently under the firm's management makes it one of the largest firms in the country. The firm manages 19,836 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 11% of the advisory firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. Sagepoint Financial, Inc offers 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. The firm's fees may include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Sagepoint Financial, Inc Brokerage Details
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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
Rose Hickman Work History
Rose has 11 years of experience.
Securities Service Network, Inc
Thompson Wealth Management, Inc
Rose Hickman has disclosures.
Please visit their SEC profile for more details.
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