Justin
Clark

Sagepoint Financial, Inc

CRD#4932610
Investment Advisor
in Dallas, TX

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About this Advisor

Justin Clark is a certified financial planner based in Dallas, Texas with 9 years of relevant experience. Clark is an advisor for Sagepoint Financial, Inc. They have been employed by Sagepoint Financial, Inc for the entirety of their career. Clark holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Texas. Sagepoint Financial, Inc is an advisory firm headquartered in Phoenix, AZ. The firm has offices in 770 locations and a total of 3,563 financial advisors. It manages $17 billion in total assets between its 86,848 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves 113 charitable organizations. Of its 86,848 client accounts, just 10% are held by high-net-worth clients who have more than $1 million in investable assets. Sagepoint Financial, Inc provides a number 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. Financial management fee schedules are based on which services the firm provides the client. Fees billed by Sagepoint Financial, Inc likely are comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

9 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

Office Location

15441 Knoll Trail Drive Suite 100
Dallas, TX 75248

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Sagepoint Financial, Inc Brokerage Details

Total Assets Under Management

$16,478,907,740

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

3,563

TX Average: 37
Total Number of Accounts

86,848

TX Average: 1,370
Average Account Size

$189,744

TX Average: $1,135,308

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 been registered as a financial advisor for 9 years.*

2009 - Present (15 years)

Sagepoint Financial, 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 Justin Clark 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

Jeffrey Dzwonkowski
Syracuse, NY
Samantha Fleming
Framingham, MA
David Walkup
Spring, TX
Kelcie Schiraldi
Youngstown, OH
Kenneth Hagar
Sterling Heights, MI
Alan Pederson
Phoenix, AZ
Sean Mannello
Phoenix, AZ

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.

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