Sagepoint Financial, Inc
About this Advisor
Mark Anthoine is a chartered financial consultant based out of Lewiston, Maine, with 21 years in the industry. Anthoine is on the advisory team at Sagepoint Financial, Inc. During their career, the advisor has held roles at New England Securities, Proequities, Inc, Metlife Securities Inc, Mml Investors Services, LLC, Sagepoint Financial, Inc and Massachusetts Mutual Life Insurance Company. Anthoine has a Series 63 license, designating them as a securities broker, and is able to work in Maine. Sagepoint Financial, Inc is a registered investment business headquartered in Lewiston, Maine. The company has offices in 564 locations and a total of 1,954 financial advisors. It controls $10 billion in assets across its 46,390 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises 83 charities and foundations. Of its 46,390 accounts, 16% are associated with high-net-worth investors who have at least $1 million in investable assets. Sagepoint Financial, Inc performs a number 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. Financial advisory fee schedules depend on which service is offered. However, fees billed by Sagepoint Financial, Inc can be comprised of any combination 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 Anthoine Work History
Mark has 21 years of experience.
Sagepoint Financial, Inc
Mml Investors Services, LLC
Massachusetts Mutual Life Insurance Company
Metlife Securities Inc
New England Securities
Mark Anthoine has no disclosures.
Please visit their SEC profile for more details.
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