Mark
Anthoine

Sagepoint Financial, Inc

CRD#2029066
Investment Advisor
in Lewiston, ME

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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

Series 63, Chartered Financial Consultant

Years of Experience

21 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

103 Park Street
Lewiston, ME 04240

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Sagepoint Financial, Inc Brokerage Details

Total Assets Under Management

$9,995,279,814

ME Average: $1,555,372,352
Total Number of Employees

1,954

ME Average: 37
Total Number of Accounts

46,390

ME Average: 1,370
Average Account Size

$215,462

ME 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

Mark Anthoine Work History

Mark has 21 years of experience.

2018 - Present (3 years)

Sagepoint Financial, Inc

1999 - Present (22 years)

Proequities, Inc

2017 - 2018 (1 year)

Mml Investors Services, LLC

2016 - 2018 (2 years)

Massachusetts Mutual Life Insurance Company

2015 - 2017 (2 years)

Metlife Securities Inc

2010 - 2015 (5 years)

New England Securities

Disclosures

Mark Anthoine has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Sagepoint Financial, Inc

Lindy Brock
Summerfield, FL
Eric Nohner
Saint Paul, MN
David Richmond
Saint Joseph, MO
Zach Buettner
Waterloo, IL
Gary Schaudt
Marshalltown, IA
Denise Storm
Chariton, IA
Thomas Flegal
Edgerton, OH
John Rhoades
Colleyville, TX

This content was compiled from the SEC and FINRA.

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