Lisa
Turbeville

Sagepoint Financial, Inc

CRD#1590475
Investment Advisor
in Pittsburgh, PA
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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

Series 63, Series 66, Certified Financial Planner

Years of Experience

37 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

615 Washington Road Suite 203
Pittsburgh, PA 15228

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Sagepoint Financial, Inc Brokerage Details

Total Assets Under Management

$7,988,217,859

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

1,957

PA Average: 37
Total Number of Accounts

42,989

PA Average: 1,370
Average Account Size

$185,820

PA 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

Lisa Turbeville Work History

Lisa has 37 years of experience.

2009 - Present (10 years)

Sagepoint Financial, Inc

2005 - 2009 (4 years)

Aig Financial Advisors, Inc

1981 - Present (38 years)

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.

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