Lisa
Turbeville
Sagepoint Financial, Inc
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About this Advisor
Lisa Turbeville is a certified financial planner operating in Pittsburgh, Pennsylvania, with a total of 37 years of work experience. Turbeville is currently employed by Sagepoint Financial, Inc. Turbeville has gained experience at Sagepoint Financial, Inc, Watermark Financial and Aig Financial Advisors, Inc. Turbeville has Series 63 and Series 66 licenses, which qualify them as a securities representative, and is able to operate in Florida, Virginia, Pennsylvania and South Carolina. Sagepoint Financial, Inc is a registered investment business operating out of Pittsburgh, Pennsylvania. The company has offices in 615 locations and a total of 2,032 people on staff. It oversees $7 billion in assets among its 33,830 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves 67 charitable organizations. Of its 33,830 customer accounts, just 11% are held by high-net-worth investors who have more than $1 million in investable assets. Sagepoint Financial, Inc offers a wide 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. Financial management fees typically are based on the financial services. Fee types billed by Sagepoint Financial, Inc may include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Sagepoint Financial, Inc Brokerage Details
$7,988,217,859
1,957
42,989
$185,820
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Answer a few questions to get a personalized match.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
Lisa Turbeville Work History
Lisa has 37 years of experience.
Sagepoint Financial, Inc
Aig Financial Advisors, Inc
Watermark Financial
Disclosures
Lisa Turbeville has no disclosures.
Please visit their SEC profile for more details.
This content was compiled from the SEC and FINRA.