Sagepoint Financial Inc
Nombre legal: SAGEPOINT FINANCIAL, INC.
Detalles de contacto completos
Sagepoint Financial Inc
20 E. THOMAS ROAD, SUITE 2000, PHOENIX, AZ
1-800-552-3319 EXT 2606
Otra información
Sagepoint Financial Inc, legalmente conocida como SAGEPOINT FINANCIAL, INC., es una corporación con sede en Delaware con más de 1900 empleados, la mitad de los cuales desempeñan roles de asesoramiento. Con cerca de 9000 clientes, la Comisión de Valores y Bolsa de EE. UU. ha aprobado esta firma financiera con una fecha de registro del 3 de octubre de 2005.
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Propietarios directos
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ADVISOR GROUP, INC.
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CYNTHIA ANN HAMEL
CHIEF OPERATIONS OFFICER, EVP posee menos de 5%
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DAVID MARTIN SCHMIDT
PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER, TREASURER AND FNOP posee menos de 5%
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JAMES DALE PRICE
CHAIRMAN, DIRECTOR posee menos de 5%
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JEFFREY MICHAEL AULD
DIRECTOR, CHIEF EXECUTIVE OFFICER, PRESIDENT posee menos de 5%
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MATTHEW ADAM SCHLUETER
DIRECTOR, EVP posee menos de 5%
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NINA SCHLOESSER MCKENNA
EXECUTIVE VICE PRESIDENT, SECRETARY posee menos de 5%
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ROBERT JOHN GULDNER
CHIEF COMPLIANCE OFFICER, INVESTMENT ADVISORY posee menos de 5%
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STEVEN DAVID SCHLEGEL
VICE PRESIDENT, CHIEF COMPLIANCE OFFICER posee menos de 5%
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THOMAS BLAKE SIDLO
MUNICIPAL PRINCIPAL posee menos de 5%
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SHAREHOLDER posee más del 50% pero menos del 75%
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SHAREHOLDER posee 75% o más
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AG INTERMEDIATE CORPORATION
SHAREHOLDER posee 75% o más
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AG PARENT CORPORATION
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