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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
Keeler Thomas Management LLC 1 year, 1 month May 2018 - Present
Sagepoint Financial 4 years, 6 months Dec 2014 - Present
Keeler Thomas 4 years, 7 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
Are You
Benjamin Odell Pali?
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Designations & Memberships

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Articles and Answers

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Oct 18, 2018
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • 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:

Assets

Sagepoint Financial, Inc.

Last updated on June 14, 2019
    • $8.0B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 43K
      Accounts
    • $185.8K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

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