Will
Callahan

Sagepoint Financial, Inc

CRD#5798416
Investment Advisor
in Fairhope, AL

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About this Advisor

Will Callahan is an investment advisor in Fairhope, Alabama. Currently an advisor at Sagepoint Financial, Inc, Callahan has 20 years of experience as a registered advisor. Callahan maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Callahan is registered to work with customers in Alabama and California. Their career trajectory has included roles at Sagepoint Financial and School. Sagepoint Financial, Inc is based out of Fairhope, Alabama, and operates out of 564 additional brick-and-mortar locations in the country. Overall, Sagepoint Financial, Inc manages $10 billion in assets dispersed across 46,390 client accounts and retains more than 1,954 people. The amount of assets the firm manages places it among the largest firms in the nation. The firm manages 39,237 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 16% of the firm's clients are high-net-worth individuals, meaning they have over $1 million in capital. Sagepoint Financial, Inc provides 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. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

20 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

No

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

Will Callahan Work History

Will has 20 years of experience.

2010 - Present (11 years)

Sagepoint Financial

2000 - Present (21 years)

School

Disclosures

Will Callahan has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Sagepoint Financial, Inc

Craig Siminski
Green Bay, WI
Tyler Bernards
Orem, UT
Michael Tartarini
Westborough, MA
Timothy Sepsi
Lemont Furnace, PA
Philip Elliott
Meridian, ID
Zach Buettner
Waterloo, IL
Harry Horning
Manassas, VA
Mohammad Vedadi
Minneapolis, MN

This content was compiled from the SEC and FINRA.

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