Cord
Adams
Sageview Advisory Group, LLC
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About this Advisor
Cord Adams is a financial advisor operating in Dallas, Texas who has 1 year of relevant experience. Adams works at Sageview Advisory Group, LLC. Adams has gained experience at Capital One Investing, Sageview Advisory Group, LLC, United Income, Inc and Shamrock Asset Management LLC. Adams holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Louisiana, North Carolina, Texas and Virginia. Sageview Advisory Group, LLC is an advisory business headquartered in Newport Beach, CA. The investment advisory business has offices in 36 locations and a total of 224 employees. It administers $156 billion in assets under management between its 21,119 customer accounts, placing it among the biggest firms in the country by assets under management. Of its 21,119 customer accounts, just 9% are held by high-net-worth individuals who have greater than $1 million in assets. Sageview Advisory Group, LLC has a number of services, such as 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. Fees charged by financial advisors typically are based on the type of financial services offered. Fee types charged by Sageview Advisory Group, LLC likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sageview Advisory Group, LLC Brokerage Details
$156,399,419,714
224
21,119
$7,405,626
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
Cord Adams Work History
Cord has been registered as a financial advisor for 1 years.*
Sageview Advisory Group, LLC
Capital One Investing
United Income, Inc
Shamrock Asset Management LLC
*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 Cord Adams 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 Sageview Advisory Group, LLC
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
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Irvine, CA
Franklin, TN
Newport Beach, CA
Syracuse, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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