Sagepoint Financial, Inc
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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
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 Tidball Work History
Richard has 24 years of experience.
Sagepoint Financial, Inc
Aig Financial Advisors, Inc
T & D Advisors Inc
American General Securities Inc
Richard Tidball has no disclosures.
Please visit their SEC profile for more details.