Brad Livingston

Wealth Manager

Brad Livingston is a trusted advisor proficient in helping clients manage through complex financial matters. Serving in the financial industry since 1994, his experience runs both broad and deep. He is a personable and forthright planner, as well as a skilled and patient communicator. Brad’s clients appreciate his commitment to setting long-term goals and adhering to their path with discipline and structure.

Brad has substantial experience in asset allocation strategies, fixed income strategies, structured products, and life insurance. Through the years, he has been cited in various financial publications such as Bloomberg, Investment News, and the Wall Street Journal. Brad has a Bachelor of Business Administration degree from Texas A&M and a Master of Business Administration from The University of Texas at San Antonio.

SIGN UP FOR OUR PERIODIC INSIGHTS

Keep Up with Our Latest Thinking

We provide private, advanced, independent planning and investment management to individuals, families, & institutional clients.

CONTACT US

NAVIGATION

Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. SagePoint Financial, Inc. does not provide tax or legal advice.

IMPORTANT CONSUMER INFORMATION

A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment, adviser,BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

PLEASE NOTE:

The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites.

This communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC,
NE, NH, NJ, NM, NV, NY, OH, OK, OR, SC, TX, UT, VA, VT, WA, and WI . No offers may be made or accepted from any resident outside the specific state(s) referenced.