Sego Wealth Management, LLC

Sego Wealth Management, LLC (CRD# 304193) is a financial advisory firm headquartered in Collierville, TN. They manage $11,114,443 in 57 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
1121 Poplar View Lane N, Suite 1, Collierville, TN 38017
http://www.segowealth.com
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    57
    ACCOUNTS
  • Average Account Value
    $194,990
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, MS, TN

Financial Advisors at Sego Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
James Sego, financial advisor Collierville TN
James A. Sego
CRD#: 4824178
1121 Poplar View Lane N., Suite 1, Collierville, TN 38017

James Sego (CRD# 4824178) is an Investment Advisor Representative working at Sego Wealth Management, LLC in Collierville, TN and has over 19 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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