Daniel
Mcmahon
Sagepoint Financial, Inc
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About this Advisor
Daniel Mcmahon is a financial advisor operating in Carlsbad, California, with 8 years of relevant experience. Mcmahon is currently employed by Sagepoint Financial, Inc. During their career, the advisor has held roles at Island Restaurant, Axa Advisors, LLC, Icm Private Client Group, Inc, Sagepoint Financial and Terramar Wealth. Mcmahon has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in California, Georgia and Texas. Sagepoint Financial, Inc is a financial advisory business operating out of Phoenix, AZ. The company has offices in 770 locations and a total of 3,563 people on staff. It has $17 billion in assets under management among its 86,848 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 113 charitable organizations. Of its 86,848 customer accounts, just 10% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The firm offers a diverse 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 charged by financial advisors typically vary depending on which services the firm provides the client. Fee types billed by Sagepoint Financial, Inc likely are comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sagepoint Financial, Inc Brokerage Details
$16,478,907,740
3,563
86,848
$189,744
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
Daniel Mcmahon Work History
Daniel has been registered as a financial advisor for 8 years.*
Terramar Wealth
Sagepoint Financial
Icm Private Client Group, Inc
Axa Advisors, LLC
Island Restaurant
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daniel Mcmahon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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