Robert
Facio
Sagespring Wealth Partners
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About this Advisor
Robert Facio is a financial advisor based in Brentwood, Tennessee, working with Sagespring Wealth Partners. Robert has previously held positions at J.P.Morgan Securities LLC, Jpmorgan Chase Bank, N.A, The French Quarters Guest Apartments, St. Tammany Parish Public School System, Merrill Lynch, Pierce, Fenner & Smith Inc, Lululemon Usa Inc, Bank Of America N.A, Raymond James Financial Services, Inc, and Sagespring Wealth Partners. Robert has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Tennessee. Currently, Robert is part of Sagespring Wealth Partners, which operates out of Brentwood, Tennessee. The firm has 10 offices and 173 employees. The firm manages assets totaling $5.5 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Sagespring Wealth Partners includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sagespring Wealth Partners Brokerage Details
$5,502,859,482
173
28,921
$190,272
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Robert Facio Work History
Raymond James Financial Services, Inc
Sagespring Wealth Partners
Bank Of America N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Jpmorgan Chase Bank, N.A
J.P.Morgan Securities LLC
Jpmorgan Chase Bank, N.A
The French Quarters Guest Apartments
Lululemon Usa Inc
St. Tammany Parish Public School System
Disclosures
Please visit the SEC profile of Robert Facio to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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