Sagepoint Financial, Inc
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About this Advisor
Joyce Dormady is a certified financial planner whose office is in Austin, Texas. Currently a registered financial advisor at Sagepoint Financial, Inc, Dormady has 13 years of professional experience in the financial advisory industry. Dormady has a Series 63 license, which qualifies them as a securities broker. Dormady is registered to serve customers in Maine, Virginia, New Mexico and Texas. Their career trajectory has included roles at Aig Financial Advisors, Inc and Sagepoint Financial, Inc. Sagepoint Financial, Inc is located in Austin, Texas, and has 615 brick-and-mortar locations across the nation. Overall, Sagepoint Financial, Inc manages $7 billion in assets throughout 33,830 client accounts and employs more than 2,032 people. The level of assets currently under the firm's management places it among the largest financial advisory firms in the United States. The firm manages 19,836 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 11% of the firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. Sagepoint Financial, Inc provides 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
Joyce Dormady Work History
Joyce has 13 years of experience.
Sagepoint Financial, Inc
Aig Financial Advisors, Inc
Joyce Dormady has no disclosures.
Please visit their SEC profile for more details.