Deirdre
Flaherty

Sagepoint Financial, Inc

CRD#4713410
Investment Advisor
in Missoula, MT

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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

Series 66

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

Missoula, MT

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Sagepoint Financial, Inc Brokerage Details

Total Assets Under Management

$9,995,279,814

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

1,954

MT Average: 37
Total Number of Accounts

46,390

MT Average: 1,370
Average Account Size

$215,462

MT 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

Deirdre Flaherty Work History

Deirdre has 21 years of experience.

2009 - Present (12 years)

Sagepoint Financial, Inc

1999 - Present (22 years)

Flaherty Financial

Disclosures

Deirdre Flaherty has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Sagepoint Financial, Inc

Philip Elliott
Meridian, ID
Kamron Bahrami
San Diego, CA
Lois Ng
Springfield, NJ
Tyler Bernards
Orem, UT
Larry Morrison
Fort Lauderdale, FL
Maximilian Seymour
Newtown, PA
Harry Horning
Manassas, VA
Jason Kiyosaki
Honolulu, HI

This content was compiled from the SEC and FINRA.

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