Craig
Lewelling

Sagepoint Financial, Inc

CRD#2402982
Investment Advisor
in Portland, OR
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About this Advisor

Craig Lewelling is a financial advisor working in Portland, Oregon, with a total of 13 years of experience as a financial advisor. Lewelling is on the advisory team at Sagepoint Financial, Inc. Throughout their career, they have worked at Aig Financial Advisors, Inc and Sagepoint Financial, Inc. Lewelling holds Series 63 and Series 66 licenses, which qualify them as a securities agent, and is registered to work in California, Texas, Washington and Oregon. Sagepoint Financial, Inc is an advisory firm that has its headquarters in Portland, Oregon. The company has offices in 615 locations and a total of 2,032 advisors. It has $7 billion in total assets across its 33,830 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides financial advice to 67 charities and foundations. Of its 33,830 customer accounts, just 11% are associated with high-net-worth clients who have greater than $1 million in assets. The advisory firm provides a wide set 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 depend on the type of financial services. Fees charged by Sagepoint Financial, Inc likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

13 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

12909 Sw 68Th Parkway Suite 140
Portland, OR 97223

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Sagepoint Financial, Inc Brokerage Details

Total Assets Under Management

$7,988,217,859

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

1,957

OR Average: 37
Total Number of Accounts

42,989

OR Average: 1,370
Average Account Size

$185,820

OR 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

Craig Lewelling Work History

Craig has 13 years of experience.

2009 - Present (10 years)

Sagepoint Financial, Inc

2009 - Present (10 years)

Sagepoint Financial, Inc

2005 - 2009 (4 years)

Aig Financial Advisors, Inc

Disclosures

Craig Lewelling has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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