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No timeline events available.
Employer Years Dates
Keeler Thomas Management LLC 1 year, 9 months May 2018 - Present
Sagepoint Financial 5 years, 1 month Dec 2014 - Present
Keeler Thomas 5 years, 2 months Nov 2014 - Present
Wells Fargo Advisors LLC 2 years, 11 months Aug 2011 - Jul 2014
E*Trade Securities LLC 1 year, 11 months Apr 2009 - Mar 2011
Fidelity Brokerage Services LLC 10 months Mar 2008 - Jan 2009
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Benjamin Odell Pali?
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Licenses & Conducts

U.S. Securities and Exchange Commission
  • license status
  • disclosures
  • as of date
    Oct 18, 2018
  • license status
  • disclosures
  • as of date
    Oct 18, 2018
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:


Sagepoint Financial, Inc.

Last updated on Dec. 23, 2019
    • $8.0B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 43K
    • $185.8K
      Estimated Average Account Balance


Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions
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