Ryanmichael
Griffin

Sagepoint Financial, Inc

CRD#6549195
Investment Advisor
in Phoenix, AZ

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About this Advisor

Ryanmichael Griffin is a financial advisor working out of Phoenix, Arizona with 1 year of relevant experience. Griffin works at Sagepoint Financial, Inc. The advisor has gained experience at Hantz Financial Services, Inc, Rickstar Financial, Jackson State University, K-Mart, Fedex, Hantz Financial Services, Mass Mutual Life Insurance Co, Mml Investors Services, LLC, Newbridge Securities Corporation, Teleperformance - Assurance, Teleperformance - Coinbase, Inc, Health Iq and Advisor Group. Griffin has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in Michigan. Sagepoint Financial, Inc is an advisory firm based out of Phoenix, AZ. The investment advisory business has offices in 770 locations and a total of 3,563 advisors. It controls $17 billion in total assets across its 86,848 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides services to 113 charitable organizations. Of its 86,848 customer accounts, just 10% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Sagepoint Financial, Inc performs 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. Fees for financial advisory services depend on which services the firm provides the client. Fees charged by Sagepoint Financial, Inc may include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

Office Location

20 E Thomas Rd Suite 2000
Phoenix, AZ 85012

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Sagepoint Financial, Inc Brokerage Details

Total Assets Under Management

$16,478,907,740

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

3,563

AZ Average: 37
Total Number of Accounts

86,848

AZ Average: 1,370
Average Account Size

$189,744

AZ Average: $1,135,308

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

Ryanmichael Griffin Work History

Ryanmichael has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Advisor Group

2022 - 2022 (< 1 year)

Health Iq

2021 - 2022 (1 year)

Teleperformance - Coinbase, Inc

2020 - 2020 (< 1 year)

Newbridge Securities Corporation

2020 - 2021 (1 year)

Teleperformance - Assurance

2018 - 2018 (< 1 year)

Fedex

2018 - 2020 (2 years)

Mass Mutual Life Insurance Co

2018 - 2020 (2 years)

Mml Investors Services, LLC

2016 - 2018 (2 years)

Hantz Financial Services

2015 - 2016 (1 year)

Hantz Financial Services, Inc

2015 - 2015 (< 1 year)

Rickstar Financial

2013 - 2013 (< 1 year)

K-Mart

2011 - 2014 (3 years)

Jackson State University

*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 Ryanmichael Griffin 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

Kenneth Hagar
Sterling Heights, MI
Samantha Fleming
Framingham, MA
Timothy Sepsi
Lemont Furnace, PA
David Walkup
Spring, TX
Courtney Carr
De Pere, WI
Sean Mannello
Phoenix, AZ
Alan Pederson
Phoenix, AZ
Jeffrey Dzwonkowski
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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