Coda Financial Group

Financial Services - Honolulu, HI, US

Coda Financial Group Employees
Mark McGill

Registered Representative

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Antonio Savarese

Financial Advisor, Accredited Investment Fiduciary (A.I.F.)

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Gary Wales

Registered Representative

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Thomas Hayes

Senior Practice Manager

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Dave Dickens

Comprehensive Wealth Management Advisor

Contact Dave Dickens

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Coda Financial Group Details

In a world where change is constant, SagePoint Financial is changing the paradigm of what you should expect from an independent broker-dealer. We're doing so by transforming the way we lead into the way we listen. By transforming our customers into collaborators. And by transforming 40 years of experience into know-how that works today – and works for you.While we offer you the resources that come with being a part of one of the largest networks of independent advisors in America, we're also driven to remain the most flexible, most nimble and most collaborative broker-dealer for your business. So whether it's offering adaptable solutions that easily conform to your idea of success or providing evolving technologies that enable you to stay ahead of the curve, as the world changes, so do we. And so can you.If you're ready for a relationship with a broker-dealer that shares your vision of success, join SagePoint. And together, let's point your business in a whole new direction.SagePoint Financial, Inc. is a registered broker-dealer and registered investment adviser, Member FINRA and SIPC.FINRA: http://www.finra.org/SIPC: http://www.sipc.org/ Social Media Disclosure: http://sagepointfinancial.com/disclosures/socialmedia

Coda Financial Group logo, Coda Financial Group contact details
Employees: 20 - 49
HQ: 808-237-3390
Location: Honolulu, HI, US
Revenue: 5 - 10 Million
Financial Services Financial Advisory Services
Coda Financial Group Technologies
Marketing Automation

Eloqua

Event Management

Cvent

Hosting

DigitalOcean

CSS and JavaScript Libraries

VueJS

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