Aiyisha
Adams
Sagepoint Financial, Inc
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About this Advisor
Aiyisha Adams is a financial advisor operating in Phoenix, Arizona with a total of 1 year of industry experience. Adams is an employee of Sagepoint Financial, Inc. During their career, the advisor has held roles at Northwestern Mutual Investment Services, LLC, Dwaan Black, Ernst & Young, Lincoln Financial Advisors, Sagepoint Financial, Inc and Fsc Securities. Adams has Series 63 and Series 66 licenses, certifying them as a securities agent, and can work in Georgia. Sagepoint Financial, Inc is a business operating out of Phoenix, AZ. It has offices in 770 locations and a total of 3,563 advisors. It manages $17 billion in total assets between its 86,848 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 113 charitable organizations. Of its 86,848 client accounts, just 10% are associated with high-net-worth clients who have greater than $1 million in assets. The firm has 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. Financial management fees usually are based on the type of financial services provided. However, fees charged by Sagepoint Financial, Inc 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
Aiyisha Adams Work History
Aiyisha has been registered as a financial advisor for 1 years.*
Sagepoint Financial, Inc
Fsc Securities
Ernst & Young
Lincoln Financial Advisors
Northwestern Mutual Investment Services, LLC
Dwaan Black
*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 Aiyisha Adams 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
Sterling Heights, MI
Houston, TX
Youngstown, OH
Spring, TX
Fresno, CA
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
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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