Sagepoint Financial, Inc
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
Years of Experience
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Sagepoint Financial, Inc Brokerage Details
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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.
Sagepoint Financial, Inc
Mark Callahan has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Sagepoint Financial, Inc