Sagepoint Financial, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Justin Clark is a certified financial planner operating out of Dallas, Texas, who has been in the financial industry for 12 years. Clark is currently employed by Sagepoint Financial, Inc. During their career, Clark has held roles at Aig Financial Advisors, Inc and Sagepoint Financial, Inc. Clark maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Oklahoma and Texas. Sagepoint Financial, Inc is a company that has its headquarters in Dallas, Texas. It has offices in 615 locations and a total of 2,032 employees. It manages $7 billion in total assets among its 33,830 accounts, placing it among the biggest firms in the United States by assets under management. The firm serves 67 charities and foundations. Of its 33,830 client accounts, just 11% are held by high-net-worth clients who have more than $1 million in investable assets. Sagepoint Financial, Inc provides 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. Fees for financial advice depend on which services are provided. Fee types charged by Sagepoint Financial, Inc can consist of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Sagepoint Financial, Inc Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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
Justin Clark Work History
Justin has 12 years of experience.
Sagepoint Financial, Inc
Aig Financial Advisors, Inc
Justin Clark has no disclosures.
Please visit their SEC profile for more details.