Sagepoint Financial, Inc

Investment Advisor
in Austin, TX
Are you Tina Matthews? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Tina Matthews is a financial advisor who works out of Austin, Texas, who has been in the industry for 12 years. Matthews is an employee of Sagepoint Financial, Inc. The advisor has gained experience at Aig Financial Advisors and Sagepoint Financial, Inc. Matthews holds Series 63 and Series 66 licenses, which qualify them as a securities agent, and can operate in Texas. Sagepoint Financial, Inc is an advisory firm based in Austin, Texas. It has offices in 615 locations and a total of 2,032 financial advisors. It handles $7 billion in total assets between its 33,830 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm provides financial advice to 67 charities and foundations. Of its 33,830 customer accounts, just 11% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Sagepoint Financial, Inc offers a wide set 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 vary depending on which service is offered. However, fees charged by Sagepoint Financial, Inc most likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

12 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions



Office Location

7804 Bell Mountain Dr Suite 200 A
Austin, TX 78730

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

Total Assets Under Management


TX Average: $1,555,372,352
Total Number of Employees


TX Average: 37
Total Number of Accounts


TX Average: 1,370
Average Account Size


TX Average: $1,135,308

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Tina Matthews Work History

Tina has 12 years of experience.

2009 - Present (10 years)

Sagepoint Financial, Inc

2006 - 2009 (3 years)

Aig Financial Advisors


Tina Matthews has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started