Joyce Sager
Joyce Sager is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Ottawa, OH, with 39 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
123 S. Walnut Street, Ottawa, OH, 45875
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Joyce is a partner in Destinations Unlimited, though she does not actively participate in the business. She also owns and operates an H&R Block franchise and a Life Vantage network marketing business focused on health and wellness.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Ids Life Insurance CompanyBroker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
State Registrations1 state
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