John
Reed

Sagepoint Financial, Inc

CRD#803687
Investment Advisor
in Atlanta, GA
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About this Advisor

John Reed is a financial advisor in Atlanta, Georgia. Currently an investment advisor with Sagepoint Financial, Inc, Reed has 10 years of professional experience as a registered advisor. Reed maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative. Reed is registered to work with clients based out of Georgia. Over the course of their career, they have held roles at Sagepoint Financial, Inc and Aig Financial Advisors, Inc. Sagepoint Financial, Inc is headquartered in Atlanta, Georgia, and has 615 locations in the United States. In aggregate, Sagepoint Financial, Inc manages $7 billion in assets dispersed across 33,830 client accounts and retains more than 2,032 people. The level of assets currently under the firm's management places it among the largest financial advisory firms in the country. The firm manages 19,836 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 11% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. Sagepoint Financial, Inc can provide 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's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

10 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

1864-D Independence Square
Atlanta, GA 30338

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Sagepoint Financial, Inc Brokerage Details

Total Assets Under Management

$7,988,217,859

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

1,957

GA Average: 37
Total Number of Accounts

42,989

GA Average: 1,370
Average Account Size

$185,820

GA 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

John Reed Work History

John has 10 years of experience.

2009 - Present (10 years)

Sagepoint Financial, Inc

2008 - 2009 (1 years)

Aig Financial Advisors, Inc

Disclosures

John Reed has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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