Mark
Speedy
Sagepoint Financial, Inc
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About this Advisor
Mark Speedy is a certified financial planner based in Pittsburgh, Pennsylvania, with 12 years of industry experience. Speedy works at Sagepoint Financial, Inc. Their career trajectory has included roles at Sagepoint Financial, Inc and T & D Advisors, Inc. Speedy holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in California, Colorado, Connecticut, Florida, Illinois, Ohio, Pennsylvania and West Virginia. Sagepoint Financial, Inc is a financial advisory company that has its headquarters in Phoenix, AZ. The investment advisory business has offices in 770 locations and a total of 3,563 advisors. It oversees $17 billion in assets under management among its 86,848 client accounts, making it one of the biggest firms in the country by assets under management. The firm provides services to 113 charitable organizations. Of its 86,848 accounts, just 10% belong to high-net-worth clients who have at least $1 million in investable assets. Sagepoint Financial, Inc performs a broad set 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. Fees charged by financial advisors usually depend on the services. However, fees billed by Sagepoint Financial, Inc most likely include 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
Mark Speedy Work History
Mark has been registered as a financial advisor for 12 years.*
Sagepoint Financial, Inc
T & D Advisors, 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 Mark Speedy 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
Boerne, TX
Newport Beach, CA
Phoenix, AZ
Spring, TX
Austin, TX
Milwaukee, WI
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
