Kevin
Mahoney
Sagepoint Financial, Inc
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About this Advisor
Kevin Mahoney is a financial advisor working in Newport Beach, California with 18 years of industry experience. Mahoney is an employee of Sagepoint Financial, Inc. Throughout their career, they have worked at Icm, Sunamerica Securities Inc and Sagepoint Financial, Inc. Mahoney holds Series 63 and Series 66 licenses, designating them as a securities representative, and is approved to work in California. Sagepoint Financial, Inc is a registered investment business based in Phoenix, AZ. The firm has offices in 770 locations and a total of 3,563 financial advisors. It has $17 billion in assets under management across its 86,848 accounts, placing it among the largest firms in the United States by assets under management. The firm serves 113 charitable organizations. Of its 86,848 customer accounts, just 10% are associated with high-net-worth clients who have greater than $1 million in investable assets. Sagepoint Financial, Inc has a number of services, such as 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. Financial advisory fee schedules largely depend on which services the firm provides the client. Fee types billed by Sagepoint Financial, Inc likely consist 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
Kevin Mahoney Work History
Kevin has been registered as a financial advisor for 18 years.*
Sagepoint Financial, Inc
Icm
Sunamerica Securities Inc
*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 Kevin Mahoney to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sagepoint Financial, Inc
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Lakewood Ranch, FL
Youngstown, OH
Spring, TX
De Pere, WI
Framingham, MA
Phoenix, AZ
Syracuse, NY
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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