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James H. Mackellar, ChFC

Sagepoint Financial, Inc.

Financial Planner in Thousand Oaks, CA

Address:
3625 E Thousand Oaks Blvd, Ste 275
Thousand Oaks, CA 91362
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About James H. Mackellar

James Mackellar is a financial professional at Sagepoint Financial, Inc. located in Thousand Oaks, California. James Mackellar holds an industry securities registration subject to FINRA oversight having passed securities examinations including S1, S26, S63 and S65. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.

Professional Profile

Education and Degrees

No education details are currently available for this financial planner.

Languages

James Mackellar provides services to clients in the following language(s):

  • English

Specialties and Skills:

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  • Financial Planning Services

Industry Specialties

  • No Industry Specialties

Contact Information

Address:

James Mackellar
3625 E Thousand Oaks Blvd, Ste 275
Thousand Oaks, CA 91362

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