SagePoint and Advisor Group provide your financial professional with back office, technology, regulatory and operational support to help manage your investment account.
Our mission is to help your financial professional serve your financial needs by providing them with tools and resources to manage your account and develop appropriate investment solutions based on your goals.
SagePoint Financial Services is a wealth management firm owned by Advisor Group Holdings, Inc. Your financial professional is affiliated with SagePoint. The firm is regulated by FINRA and the SEC.
Use the links below to login and access your investment accounts carried with Pershing, LLC or Fidelity Clearing & Custody Solutions.
SagePoint Financial partners with many financial institutions. If you are unsure which financial institution your account or policy is carried with, contact your financial representative.
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