Sagepoint Financial, Inc
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About this Advisor
Stephen Repak is a certified financial planner whose office is in Charlotte, North Carolina. Currently a registered advisor at Sagepoint Financial, Inc, they have gathered 13 years of work experience. Repak has Series 63 and Series 65 licenses, which designate the advisor as both a securities agent and an investment advisor representative. Repak can act as a financial advisor in Colorado, Florida, North Carolina and South Carolina. Repak has gained experience at Aig Financial Advisors, Inc and Sagepoint Financial, Inc. Sagepoint Financial, Inc is based out of Charlotte, North Carolina, and operates out of 615 other offices across the nation. In aggregate, Sagepoint Financial, Inc manages $7 billion in assets across 33,830 accounts and employs more than 2,032 people. The amount of assets the firm manages places it among the biggest financial advisory firms in the United States. The firm manages 19,836 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 11% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Sagepoint Financial, Inc provides 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 may charge clients asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Sagepoint Financial, Inc Brokerage Details
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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
Stephen Repak Work History
Stephen has 13 years of experience.
Sagepoint Financial, Inc
Aig Financial Advisors, Inc
Stephen Repak has disclosures.
Please visit their SEC profile for more details.