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 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

Series 66, Certified Financial Planner

Years of Experience

12 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

15441 Knoll Trail Drive Suite 100
Dallas, TX 75248

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Sagepoint Financial, Inc Brokerage Details

Total Assets Under Management

$7,988,217,859

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

1,957

TX Average: 37
Total Number of Accounts

42,989

TX Average: 1,370
Average Account Size

$185,820

TX 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

Justin Clark Work History

Justin has 12 years of experience.

2009 - Present (10 years)

Sagepoint Financial, Inc

2006 - 2009 (3 years)

Aig Financial Advisors, Inc

Disclosures

Justin Clark has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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