Mark
Callahan

Sagepoint Financial, Inc

CRD#2557839
Investment Advisor
in Fairhope, AL

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About this Advisor

Mark Callahan is a financial advisor who works in Fairhope, Alabama, who has been in the financial industry for 11 years. Callahan is an employee of Sagepoint Financial, Inc. They have worked at Sagepoint Financial, Inc for their whole career. Callahan has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in Alabama. Sagepoint Financial, Inc is a registered investment business operating out of Fairhope, Alabama. The firm has offices in 564 locations and a total of 1,954 people on staff. It handles $10 billion in assets among its 46,390 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 83 charities and foundations. Of its 46,390 client accounts, 16% are associated with high-net-worth investors who have greater than $1 million in investable assets. Sagepoint Financial, Inc has a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial advisory services usually depend on the services provided. Fee types billed by Sagepoint Financial, Inc likely consist of some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

116 Fairhope Avenue
Fairhope, AL 36532

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Sagepoint Financial, Inc Brokerage Details

Total Assets Under Management

$9,995,279,814

AL Average: $1,555,372,352
Total Number of Employees

1,954

AL Average: 37
Total Number of Accounts

46,390

AL Average: 1,370
Average Account Size

$215,462

AL Average: $1,135,308

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Mark Callahan Work History

Mark has 11 years of experience.

2009 - Present (12 years)

Sagepoint Financial, Inc

Disclosures

Mark Callahan has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Sagepoint Financial, Inc

Philip Elliott
Meridian, ID
Helen Thornton
Conroe, TX
Jessica Scott
Houston, TX
Michael Tartarini
Westborough, MA
Juanita Stephens
Austin, TX
Stephen Myers
Canton, OH
Kathleen White
Camarillo, CA
Denise Storm
Chariton, IA

This content was compiled from the SEC and FINRA.

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