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Sage Hale

5 Years of Experience
Newport Beach, CA

Sage Hale is a registered investment advisor at Green Street, based in Newport Beach, CA, with 5 years of industry experience. Sage operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Real Estate Investing. Their firm serves 23 clients.

Compensation
Fixed/Hourly
Firm Size
16 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

100 Bayview Circle, Suite 400, Newport Beach, CA, 92660

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Green Street
November 2020 - Present · 5 yrs 5 mos
State Registrations1 state
CA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Sage Hale - Financial Advisor | TrueAdvisor