Antonio AlbistuCRD Number: 2023889
Current Firm: Sagepoint Financial, Inc.
Antonio Albistu (CRD# 2023889) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Hialeah, FL and has over 12 years of experience in the finance industry.
Genesis Wealth Management, Inc.
Global Wealth Management Investment Advisory, Inc.
Kingsview Wealth Management, LLC
|Sagepoint Financial, Inc.||Hialeah, FL||Jun 2014 - Current||8|
|Metlife Securities||Plantation, FL||Jan 2003 - May 2014||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2010|
|S65||NASAA Investment Advisors Law Examination||Mar 2011|
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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