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Deanna Powell Spivey

Sageview Advisory Group, LLC

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About Deanna Powell Spivey

Deanna Spivey is a Registered Representative and Investment Advisor Representative with Sageview Advisory Group, LLC, a SEC registered investment advisory firm. Deanna Spivey's professional experience in the financial services industry began in February 2002. Prior to joining Sageview Advisory Group, LLC, Deanna Spivey was registered with Principal Securities, Inc. Deanna Spivey holds the Series 66, SIE, and Series 7 securities licenses. Deanna Spivey is also a Retirement Plan Consultant.

Firm Information

Deanna Spivey is currently registered with Sageview Advisory Group, LLC. Sageview Advisory Group, LLC is a financial advisory firm headquartered in Newport Beach, CA. The firm provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services to high-net-worth individuals, corporations, charitable organizations, state and municipal government entities, and pension and profit-sharing plans. They manage over $202 billion in assets for over 34,000 clients.
Sageview Advisory Group, LLC

4000 MACARTHUR BLVD.

NEWPORT BEACH, CA 92660

$202.57B

Assets Under Management

5

Total Clients

117

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Deanna Spivey’s Registration & Firm History

VA

01/29/2020 - Present

Sageview Advisory Group, LLC (Glen Alen VA)

VA

06/24/2004 - 12/20/2019

PRINCIPAL SECURITIES, INC. (MIDLOTHIAN VA)

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Licenses & Designations

BOTH

Issued 03/09/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/23/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Deanna Powell Spivey.
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