Richard
Tidball

Sagepoint Financial, Inc

CRD#1246151
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Richard Tidball is a certified financial planner located in Pittsburgh, Pennsylvania. Currently a registered investment advisor at Sagepoint Financial, Inc, they have gathered a notable 24 years of work experience in the financial advisory industry. Tidball maintains Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Tidball can advise investors in Alabama, Florida, Illinois, Indiana, Iowa, North Carolina, Ohio, Pennsylvania, Texas, West Virginia, South Carolina, California, Colorado, Georgia, Maryland, Michigan and New Jersey. Their career trajectory has included roles at T & D Advisors Inc, American General Securities Inc, Aig Financial Advisors, Inc and Sagepoint Financial, Inc. Sagepoint Financial, Inc is based out of Pittsburgh, Pennsylvania, and operates out of 615 additional locations in the nation. In aggregate, 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 financial advisory firms in the country. The firm manages 19,836 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 11% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable 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

Series 63, Series 65, Certified Financial Planner

Years of Experience

24 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

TdandS Advisors 790 Holiday Drive Foster Plaza Eleven
Pittsburgh, PA 15220

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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

Richard Tidball Work History

Richard has 24 years of experience.

2009 - Present (10 years)

Sagepoint Financial, Inc

2008 - 2009 (1 years)

Aig Financial Advisors, Inc

2002 - Present (17 years)

T & D Advisors Inc

1994 - Present (25 years)

American General Securities Inc

Disclosures

Richard Tidball has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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