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Is SagePoint Financial legit?
SagePoint Financial (CRD#: 133763) is a brokerage firm and investment advisory firm licensed to operate in 53 U.S. states and territories. With a main office in Maricopa County, Arizona, the firm has been a member of the securities industry since 2015.
What does SagePoint Financial do?
As part of the nation’s largest network of independent wealth management firms, we provide the technology, marketing, practice management, and investment solutions you need to grow your business.
Who does SagePoint Financial clear through?
Pershing
We provide clearing services through either Pershing, or National Financial Services (NFS). A clearing firm works with various financial exchanges to handle confirmation, delivery and settlement of your financial transactions.
How many advisors does SagePoint Financial have?
SagePoint Financial is part of Advisor Group, one of the largest networks of independent wealth management firms in the United States, with more than 11,000 affiliated financial professionals.
What does Advisor Group do?
Advisor Group provides your financial professional with back office, technology, regulatory and operational support to help manage your investment account. Through our firm, your financial professional can offer you access to thousands of diverse financial strategies.
How many reps does Advisor Group have?
Advisor Group, Inc. is the nation’s largest network of independent financial advisors serving over 11,000 advisors and overseeing $450 billion in client assets.
Who is the CEO of Advisor Group?
Jamie Price (Nov 14, 2016–)Advisor Group / CEO
Where is the Advisor Group headquarters?
Phoenix, AZAdvisor Group / Headquarters location
What is Advisor Group worth?
Advisor Group Inc. services approximately $160 billion in client assets. Headquartered in Phoenix, AZ the firm offers securities and investment advisory services through its subsidiaries FSC Securities Corporation, Royal Alliance Associates Inc., SagePoint Financial Inc.
How many advisors does Advisor Group have?
With the collective strength of more than 11,000 experienced financial professionals who are helping hard-working Americans secure their futures and realize their dreams, the broker-dealers of Advisor Group enjoy the strength and power of sophisticated centralized systems and significant resources.
Is financial consultant and financial advisor the same?
There is often no difference between a financial consultant and a financial advisor. Many investment firms use the terms interchangeably. Both financial consultants and financial advisors can hold a variety of licenses or designations.
What is SagePoint Financial?
One of the nation’s leading wealth management firms, SagePoint has been helping financial professionals for nearly 50 years. SagePoint Financial is part of Advisor Group, one of the largest networks of independent wealth management firms in the United States, with more than 11,000 affiliated financial professionals.
Is SagePoint licensed in all 50 states?
Client type information from Form ADV. While Sagepoint Financial Inc is licensed to operate in 50 states, the District of Columbia, Puerto Rico and the Virgin Islands, licenses for individual advisors may vary. Are you an advisor?
What is the average tenure of SagePoint employees?
Our retention rate of over 98% and average tenure of more than 11 years speak volumes about our ability to serve our financial professionals’ needs and those of their clients. When you move to SagePoint, a team of transition professionals will work closely with you to thoroughly plan your transition process according to your unique requirements.
What happens when you move to SagePoint?
When you move to SagePoint, a team of transition professionals will work closely with you to thoroughly plan your transition process according to your unique requirements. Being in your corner also means backing you up with the tools, platforms, and strategies to build your business and serve your clients.