Sagepoint Financial, Inc
About this Advisor
Deirdre Flaherty is a financial advisor in Missoula, Montana. Currently a registered advisor at Sagepoint Financial, Inc, Flaherty has a notable 21 years of work experience as a financial advisor. Flaherty holds a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Flaherty can advise customers based out of Montana. Their career trajectory has included roles at Flaherty Financial and Sagepoint Financial, Inc. Sagepoint Financial, Inc is headquartered in Missoula, Montana, and has 564 additional offices throughout the United States. In aggregate, Sagepoint Financial, Inc manages $10 billion in assets throughout 46,390 client accounts and employs more than 1,954 people. The amount of assets the firm manages places it among the largest firms in the country. The firm manages 39,237 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 16% of the advisor firm's customers are high-net-worth individuals, meaning they have over $1 million in capital. Sagepoint Financial, Inc can provide 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 may charge clients 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
Deirdre Flaherty Work History
Deirdre has 21 years of experience.
Sagepoint Financial, Inc
Deirdre Flaherty has no disclosures.
Please visit their SEC profile for more details.
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