Lisa
Turbeville

Sagepoint Financial, Inc

CRD#1590475
Investment Advisor
in Pittsburgh, PA

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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

Series 63, Series 66

Years of Experience

41 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, Others

Disclosures

Yes

Office Location

615 Washington Road Suite 203
Pittsburgh, PA 15228

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Sagepoint Financial, Inc Brokerage Details

Total Assets Under Management

$16,245,032,571

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

2,845

PA Average: 37
Total Number of Accounts

64,353

PA Average: 1,370
Average Account Size

$252,436

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 41 years of experience.

2009 - Present (14 years)

Sagepoint Financial, Inc

1981 - Present (42 years)

Watermark Financial

Disclosures

Lisa Turbeville has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Sagepoint Financial, Inc

Jerel Gadberry
Hephzibah, GA
Nobuyuki Kita
Honolulu, HI
Roxanne Jones
Ontario, CA
Brian Murphy
San Gabriel, CA
Allison Matzinger
Bellaire, TX
David Morris
Clarks Summit, PA
Stefani Iverson
Salem, OR
Bradley Livingston
Spring, TX

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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