Chad
Hill
Sagepoint Financial, Inc
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About this Advisor
Chad Hill is a financial advisor based out of Fort Lauderdale, Florida, with a total of 1 year of industry experience. Hill works at Sagepoint Financial, Inc. Throughout their career, Hill has worked at Metlife Securities Inc, Warner Group Inc, Infinity Sales Group, Warner Group, Gf Investment Services LLC, Global Wealth Management Investment Advisory, Inc, Global Financial Private Capital, LLC, Global Wealth Retirement Planning, LLC, Madison Avenue Securities, LLC and Sagepoint Financial, Inc. Hill has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in Florida. Sagepoint Financial, Inc is an advisory company based out of Phoenix, AZ. The company has offices in 770 locations and a total of 3,563 employees. It oversees $17 billion in assets across its 86,848 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 113 charitable organizations. Of its 86,848 accounts, just 10% are associated with high-net-worth individuals who have at least $1 million in investable assets. The advisory firm 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. A financial advisor's fee schedules typically depend on the type of services. Fee types charged by Sagepoint Financial, Inc most likely include any blend 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
Chad Hill Work History
Chad has been registered as a financial advisor for 1 years.*
Sagepoint Financial, Inc
Global Wealth Management Investment Advisory, Inc
Madison Avenue Securities, LLC
Gf Investment Services LLC
Global Financial Private Capital, LLC
Global Wealth Retirement Planning, LLC
Warner Group
Metlife Securities Inc
Infinity Sales Group
Warner Group 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 Chad Hill 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
Lemont Furnace, PA
Framingham, MA
Youngstown, OH
Spring, TX
Phoenix, AZ
De Pere, WI
Phoenix, AZ
Syracuse, NY
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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