Sagepoint Financial, Inc
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
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
Will Callahan Work History
Will has 20 years of experience.
Will Callahan has no disclosures.
Please visit their SEC profile for more details.
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