James
Teeple
Sagepoint Financial, Inc
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About this Advisor
James Teeple is a financial advisor operating out of Clarks Summit, Pennsylvania with a total of 7 years of industry experience. Teeple currently works for Sagepoint Financial, Inc. During their career, the advisor has held roles at Weiler Corporation and Sagepoint Financial, Inc. Teeple holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in North Carolina, Pennsylvania and Texas. Sagepoint Financial, Inc is an advisory business headquartered in Phoenix, AZ. The investment advisory business has offices in 770 locations and a total of 3,563 employees. It controls $17 billion in assets under management among its 86,848 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides services to 113 charities and foundations. Of its 86,848 client accounts, just 10% belong to high-net-worth investors who have at least $1 million in assets available to invest. Sagepoint Financial, Inc provides a wide assortment of services, such as 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 fee schedules depend on the type of services. However, fee types charged by Sagepoint Financial, Inc can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sagepoint Financial, Inc Brokerage Details
$16,478,907,740
3,563
86,848
$189,744
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
James Teeple Work History
James has been registered as a financial advisor for 7 years.*
Sagepoint Financial, Inc
Weiler Corporation
*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 James Teeple 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
Youngstown, OH
Framingham, MA
Syracuse, NY
Spring, TX
Braintree, MA
Sterling Heights, MI
Phoenix, AZ
Phoenix, AZ
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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