Shawn
Corkery
Sagepoint Financial, Inc
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About this Advisor
Shawn Corkery is a financial advisor operating out of Newbury Park, California with 1 year of relevant experience. Corkery is an advisor for Sagepoint Financial, Inc. Over the course of their career, Corkery has held roles at Genesis Training, Shawn Corkery Independent Contractor, Elite Performance and Sagepoint Financial. Corkery holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in California. Sagepoint Financial, Inc is a financial advisory business based in Phoenix, AZ. The company has offices in 770 locations and a total of 3,563 advisors. It oversees $17 billion in total assets across its 86,848 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 113 charitable organizations. Of its 86,848 accounts, just 10% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Sagepoint Financial, Inc offers a number 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. Fees charged by financial advisors typically are based on which services are offered. However, fee types charged by Sagepoint Financial, Inc most likely are comprised 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
Shawn Corkery Work History
Shawn has been registered as a financial advisor for 1 years.*
Sagepoint Financial
Genesis Training
Shawn Corkery Independent Contractor
Elite Performance
*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 Shawn Corkery 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
De Pere, WI
Framingham, MA
Sterling Heights, MI
Spring, TX
Youngstown, OH
Lemont Furnace, PA
Phoenix, AZ
Braintree, MA
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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