Wilbert
Mczeal

Sagepoint Financial, Inc

CRD#873069
Investment Advisor
in Los Angeles, CA
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About this Advisor

Wilbert Mczeal is a certified financial planner in Los Angeles, California. Currently an advisor at Sagepoint Financial, Inc, Mczeal has 13 years of professional experience as a registered advisor. Mczeal maintains a Series 63 license, designating the advisor as a securities representative. Mczeal is registered to operate in California. Mczeal has gained experience at Sagepoint Financial, Inc and Aig Financial Advisors, Inc. Sagepoint Financial, Inc is based out of Los Angeles, California, and has 615 other offices in the United States. In total, Sagepoint Financial, Inc manages $7 billion in assets dispersed across 33,830 accounts and retains more than 2,032 people. The firm's total assets under management places it among the biggest financial advisory firms in the nation. The firm manages 19,836 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 11% of the firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. Sagepoint Financial, Inc can offer 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 may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

13 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

1605 W. Olympic Blvd. Suite 1015
Los Angeles, CA 90015

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Sagepoint Financial, Inc Brokerage Details

Total Assets Under Management

$7,016,892,002

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

2,032

CA Average: 37
Total Number of Accounts

33,830

CA Average: 1,370
Average Account Size

$207,416

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

Wilbert Mczeal Work History

Wilbert has 13 years of experience.

2009 - Present (10 years)

Sagepoint Financial, Inc

2005 - 2009 (4 years)

Aig Financial Advisors, Inc

Disclosures

Wilbert Mczeal has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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