Donald AdcockCRD Number: 1382
Current Firm: Sagepoint Financial, Inc.
Donald Adcock (CRD# 1382) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Dalton, GA and has over 34 years of experience in the finance industry.
Stifel, Nicolaus & Company, Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Sagepoint Financial, Inc.||Chattanooga, TN||Jan 2009 - Current||14|
|Aig American General Life Company||Dalton, GA||Oct 2002 - Current||20|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1989|
|S65||NASAA Investment Advisors Law Examination||Jul 1999|
Total Assets Under Management16,245MILLIONS
Total Number of Accounts64,353ACCOUNTS
Average Account Value$252,436
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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