Stephen
Karp
Sagepoint Financial, Inc
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About this Advisor
Stephen Karp is a financial advisor operating in Fort Lauderdale, Florida with a total of 5 years of industry experience. Karp is an employee of Sagepoint Financial, Inc. Throughout their career, Karp has worked at Karp Solutions, Massachusetts Mutual Life Insurance Company, Mml Investors Services, LLC, Sagepoint Financial, Inc, Metlife Securities Inc and Axa Advisors, LLC. Karp holds Series 63 and Series 66 licenses, certifying them as a securities broker, and is registered to work in Florida, Georgia, Minnesota, Pennsylvania and South Carolina. Sagepoint Financial, Inc is a business operating out of Phoenix, AZ. The firm has offices in 770 locations and a total of 3,563 advisors. It oversees $17 billion in total assets across its 86,848 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides services to 113 charities and foundations. Of its 86,848 client accounts, just 10% are held by high-net-worth investors who have at least $1 million in assets available to invest. Sagepoint Financial, Inc performs 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. Financial management fees vary depending on which services the firm provides the client. However, fees charged by Sagepoint Financial, Inc can 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
Stephen Karp Work History
Stephen has been registered as a financial advisor for 5 years.*
Sagepoint Financial, Inc
Karp Solutions
Mml Investors Services, LLC
Massachusetts Mutual Life Insurance Company
Metlife Securities Inc
Axa Advisors, LLC
*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 Stephen Karp 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
Phoenix, AZ
Braintree, MA
Spring, TX
Framingham, MA
Oldsmar, FL
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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