David
Weinberg
Sagepoint Financial, Inc
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About this Advisor
David Weinberg is a financial advisor working in Cranston, Rhode Island with a total of 1 year of relevant experience. Weinberg is currently employed by Sagepoint Financial, Inc. Their career trajectory has included roles at Lincoln Financial Advisors, Sagepoint Financial, Inc, Ameriprise Financial Services, Inc, Securian Financial Services Inc, Minnesota Life Insurance Co and Securian Advisors Of New England. Weinberg has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Massachusetts and Rhode Island. Sagepoint Financial, Inc is a financial advisory company headquartered in Phoenix, AZ. The company has offices in 770 locations and a total of 3,563 advisors. It manages $17 billion in assets between its 86,848 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 113 charitable organizations. Of its 86,848 customer accounts, just 10% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Sagepoint Financial, Inc has a number of services, including 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. A financial advisor's fee schedules depend on which services are provided. Fee types billed by Sagepoint Financial, Inc most likely are comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sagepoint Financial, Inc Brokerage Details
$16,478,907,740
3,563
86,848
$189,744
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
David Weinberg Work History
David has been registered as a financial advisor for 1 years.*
Sagepoint Financial, Inc
Securian Financial Services Inc
Minnesota Life Insurance Co
Securian Advisors Of New England
Ameriprise Financial Services, Inc
Lincoln Financial Advisors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Weinberg to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sagepoint Financial, Inc
Sterling Heights, MI
Milwaukee, WI
Lemont Furnace, PA
Spring, TX
Phoenix, AZ
Beaumont, TX
Phoenix, AZ
Syracuse, NY
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