Sagepoint Financial, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
David Rodriguez is a certified financial planner who lives in Austin, Texas. Currently a registered advisor at Sagepoint Financial, Inc, Rodriguez has 13 years of practice as an investment advisor. Rodriguez has Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Rodriguez can serve investors in Texas. Throughout their career, they have worked at Aig Financial Advisors, Inc and Sagepoint Financial, Inc. Sagepoint Financial, Inc is located in Austin, Texas, and has 615 additional brick-and-mortar locations in the United States. In aggregate, Sagepoint Financial, Inc oversees $7 billion in assets throughout 33,830 accounts and employs more than 2,032 people. The firm's total assets under management places it among the largest 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 advisory firm's investors are high-net-worth individuals, meaning they have over $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 may charge clients asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Sagepoint Financial, Inc Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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 Rodriguez Work History
David has 13 years of experience.
Sagepoint Financial, Inc
Aig Financial Advisors, Inc
David Rodriguez has no disclosures.
Please visit their SEC profile for more details.