Sagepoint Financial, Inc
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About this Advisor
Ronald Odowd is a certified financial planner based in Pittsburgh, Pennsylvania. Currently a registered financial advisor at Sagepoint Financial, Inc, they have accumulated a notable 24 years of professional experience in the financial advisory industry. Odowd maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Odowd is registered to work with investors in Pennsylvania. Their career trajectory has included roles at American General Securities Inc, Aig Financial Advisors, Inc and Sagepoint Financial, Inc. Sagepoint Financial, Inc is headquartered in Pittsburgh, Pennsylvania, and has 615 brick-and-mortar locations in the nation. Overall, Sagepoint Financial, Inc manages $7 billion in assets across 33,830 accounts and retains more than 2,032 people. The amount of assets the firm manages places it among the biggest firms in the nation. The firm manages 19,836 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 11% of the firm's customers are high-net-worth individuals, meaning they have more than $1 million in assets. Sagepoint Financial, Inc can provide 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's fees may include 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
Ronald Odowd Work History
Ronald has 24 years of experience.
Sagepoint Financial, Inc
Aig Financial Advisors, Inc
American General Securities Inc
Ronald Odowd has no disclosures.
Please visit their SEC profile for more details.