SagePoint Financial, Inc., is a member of Advisor Group, among the largest networks of independent broker-dealers in the United States. Along with the other member firms—Royal Alliance Associates, Inc., FSC Securities Corporation, and Woodbury Financial Services, Inc.,—SagePoint fosters an entrepreneurial spirit of independence that is exemplified by our network’s over 5,000 experienced and knowledgeable affiliated advisors.
An Industry Force
Our broker-dealers also enjoy the strength and power of sophisticated centralized systems and significant resources. That collective strength is focused on supporting the goals of hard-working Americans as they work to build financially secure lives and successful futures.
With flexible technology, seasoned support, and superior service, we have both the forward-thinkers and backing to help advisors face the challenges and opportunities of a new era.
Finding the Ideal Fit
But we are also respectful of the individual and unique voices of the broker-dealers within our family. We fully embrace their cultures and encourage them to express the distinct natures that have made them so successful for decades. Because of this approach, you are assured that SagePoint can be an ideal fit for your passion, personality, and business perspective.
The advisors we serve enjoy the best of both worlds—big-firm resources with a small-firm feel. We have the bandwidth to provide top-tier support through our liberating open architecture approach. We offer the customized service that allows advisors to run their businesses in the way they are most comfortable.
Strength & Stability
Advisor Group lists over $1.3 billion in cumulative gross revenue with $164 billion in total client assets as of year-end 2014. Led by President & CEO Erica McGinnis, the firm boasts an incredible 97% advisor retention rate with an average tenure of nearly 10 years.
As dedicated financial advisors, a family of broker-dealers, and a combined financial services force, Advisor Group is pleased and proud to play a leading role in both the industry and in American life. We invite you to join our team and enjoy the strength and confidence of aligning with a leader for the rest of your career.