Edward
Kemm
Sagepoint Financial, Inc
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About this Advisor
Edward Kemm is a financial advisor working out of Palm City, Florida with 1 year of industry experience. Kemm is an employee of Sagepoint Financial, Inc. The advisor has gained experience at Kitchen Cleaning Systems, Independent Portfolio Consultants, Inc, Sagepoint Financial, Inc, Lincoln Financial Advisors and Oppenheimer & Co. Inc. Kemm has Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in Florida and Texas. Sagepoint Financial, Inc is a company that has its headquarters in Phoenix, AZ. It has offices in 770 locations and a total of 3,563 employees. It oversees $17 billion in assets under management across its 86,848 accounts, making it one of the biggest firms in the country by assets under management. The firm advises 113 charitable organizations. Of its 86,848 client accounts, just 10% are held by high-net-worth clients who have at least $1 million in investable assets. The company offers a diverse assortment 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 for financial management typically are based on which services are provided. Fees billed by Sagepoint Financial, Inc likely include 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
Edward Kemm Work History
Edward has been registered as a financial advisor for 1 years.*
Sagepoint Financial, Inc
Lincoln Financial Advisors
Oppenheimer & Co. Inc
Independent Portfolio Consultants, Inc
Kitchen Cleaning Systems
*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 Edward Kemm 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
Phoenix, AZ
San Diego, CA
Lemont Furnace, PA
Spring, TX
Beaumont, TX
Houston, TX
Phoenix, AZ
Fresno, CA
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.
