Lana
Mangold

Sagepoint Financial, Inc

CRD#1057915
Investment Advisor
in Dallas, TX
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About this Advisor

Lana Mangold is a certified financial planner based in Dallas, Texas. Currently a registered financial advisor with Sagepoint Financial, Inc, Mangold has 13 years of experience as a registered advisor. Mangold maintains a Series 63 license, certifying them as a securities broker. Mangold can operate based out of Texas. Over the course of their career, they have held roles at Aig Financial Advisors, Inc and Sagepoint Financial, Inc. Sagepoint Financial, Inc is headquartered in Dallas, Texas, and operates out of 615 other offices throughout the United States. Overall, Sagepoint Financial, Inc manages $7 billion in assets throughout 33,830 accounts and retains more than 2,032 people. The firm's total assets under management makes it one of the largest investment advisory firms in the United States. The firm manages 19,836 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 11% of the advisory firm's clients are high-net-worth individuals, meaning they have more than $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's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

13 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

$7,016,892,002

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

2,032

TX Average: 37
Total Number of Accounts

33,830

TX Average: 1,370
Average Account Size

$207,416

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

Lana Mangold Work History

Lana has 13 years of experience.

2009 - Present (10 years)

Sagepoint Financial, Inc

2005 - 2009 (4 years)

Aig Financial Advisors, Inc

Disclosures

Lana Mangold has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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