Deanna
Spivey
Sageview Advisory Group, LLC
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About this Advisor
Deanna Spivey is a financial advisor based in Glen Allen, Virginia, working with Sageview Advisory Group, LLC. Deanna has previously held positions at Principal Financial, Princor, Sageview Advisory Group, LLC, Stephanie R Bennett Memorial Scholarship Fund, and Cetera Advisor Networks. Deanna has passed the Series 66 regulatory exam and is registered to provide services in Virginia. Currently, Deanna is part of Sageview Advisory Group, LLC, which operates out of Glen Allen, Virginia. The firm has 36 offices and 262 employees. The firm manages assets totaling $202.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Sageview Advisory Group, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sageview Advisory Group, LLC Brokerage Details
$202,573,491,630
262
34,543
$5,864,386
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
Deanna Spivey Work History
Sageview Advisory Group, LLC
Cetera Advisor Networks
Stephanie R Bennett Memorial Scholarship Fund
Princor
Principal Financial
Disclosures
Please visit the SEC profile of Deanna Spivey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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