Michael HollidayCRD Number: 3010846
Current Firm: Sagepoint Financial, Inc.
Michael Holliday (CRD# 3010846) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Phoenix, AZ and has over 17 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Barnes Investment Advisory Inc.
|Sagepoint Financial, Inc.||Phoenix, AZ||Jan 2009 - Current||8|
|Aig Financial Advisors, Inc.||Phoenix, AZ||Oct 2005 - Jan 2009||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1999|
|S66||NASAA Uniform Combined State Law Examination||Jul 2005|
Total Assets Under Management4,385MILLIONS
Total Number of Accounts23,011ACCOUNTS
Average Account Value$190,540
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV