Sagepoint Financial, Inc
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About this Advisor
Richard Lewis is a certified financial planner whose office is in Pittsburgh, Pennsylvania. Currently a registered financial advisor with Sagepoint Financial, Inc, Lewis has 10 years of work experience in the financial advisory industry. Lewis has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Lewis is able to advise investors in Florida, Pennsylvania, New Jersey and Texas. Over the course of their career, Lewis has held roles at Aig Financial Advisors, Inc and Sagepoint Financial, Inc. Sagepoint Financial, Inc is located in Pittsburgh, Pennsylvania, and has 615 additional brick-and-mortar locations in the country. As a company, Sagepoint Financial, Inc oversees $7 billion in assets throughout 33,830 client accounts and employs more than 2,032 people. The level of assets currently under the firm's management makes it one of the biggest investment advisory firms in the United States. The firm manages 19,836 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 11% of the advisor firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Sagepoint Financial, Inc can offer 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. The firm may charge clients asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Sagepoint Financial, Inc Brokerage Details
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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
Richard Lewis Work History
Richard has 10 years of experience.
Sagepoint Financial, Inc
Aig Financial Advisors, Inc
Richard Lewis has no disclosures.
Please visit their SEC profile for more details.