Sagepoint Financial, Inc
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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
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
Tina Matthews Work History
Tina has 12 years of experience.
Sagepoint Financial, Inc
Aig Financial Advisors
Tina Matthews has disclosures.
Please visit their SEC profile for more details.