Sagepoint Financial, Inc
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About this Advisor
David Sullwold is a certified financial planner who works out of Portland, Oregon, with a total of 14 years in the industry. Sullwold works at Sagepoint Financial, Inc. Their career trajectory has included roles at Sunamerica Securities, Inc, Aig Financial Advisors, Inc and Sagepoint Financial, Inc. Sullwold has Series 63 and Series 66 licenses, certifying them as a securities broker, and can serve investors in Alaska, California, North Carolina, Washington, Connecticut and Oregon. Sagepoint Financial, Inc is a firm that has its headquarters in Portland, Oregon. It has offices in 615 locations and a total of 2,032 advisors. It oversees $7 billion in assets between its 33,830 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves 67 charities and foundations. Of its 33,830 client accounts, just 11% belong to high-net-worth investors who have more than $1 million in investable assets. The company has a diverse range 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. A financial advisor's fee schedules largely are based on which services the firm provides the client. Fees billed by Sagepoint Financial, Inc likely are comprised of any blend of 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
David Sullwold Work History
David has 14 years of experience.
Sagepoint Financial, Inc
Sunamerica Securities, Inc
Aig Financial Advisors, Inc
David Sullwold has disclosures.
Please visit their SEC profile for more details.