Lisa
Turbeville
Sagepoint Financial, Inc
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About this Advisor
Lisa Turbeville is a financial advisor based in Pittsburgh, Pennsylvania, who has been in the industry for 41 years. Turbeville is currently employed by Sagepoint Financial, Inc. Their career trajectory has included roles at Watermark Financial and Sagepoint Financial, Inc. Turbeville holds Series 63 and Series 66 licenses, designating them as a securities broker, and can serve investors in Florida, Pennsylvania and Virginia. Sagepoint Financial, Inc is a registered investment business that has its headquarters in Pittsburgh, Pennsylvania. It has offices in 519 locations and a total of 2,845 advisors. It oversees $16 billion in assets between its 64,353 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 102 charitable organizations. Of its 64,353 accounts, 17% are held by high-net-worth clients who have greater than $1 million in investable assets. The firm has 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. Fees charged by financial advisors typically vary depending on which service is provided. However, fee types charged by Sagepoint Financial, Inc likely include any combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Sagepoint Financial, Inc Brokerage Details
$16,245,032,571
2,845
64,353
$252,436
Let us help match you with the right financial advisor for your needs.
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 41 years of experience.
Sagepoint Financial, Inc
Watermark Financial
Disclosures
Lisa Turbeville has disclosures.
Please visit their SEC profile for more details.
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The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.
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