SagePoint Financial, Inc.
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Affiliation

Our wisdom, your advantage.

Making a transition is not always an easy decision. On the line are such important factors as financial security and company stability; benefits; career development; work environment and culture; and time for family and personal growth.

We're a financial services broker-dealer based in Phoenix, offering advisors across the US who are affiliated with our nationally recognized company exceptional service provided by our excellent team of skilled people, as well as continuing education, and advanced technology.

Our affiliation options include:

  • Independent Advisor: As an independent affiliated financial advisor, you can spend as much time as possible doing what you do best — working face-to-face with your clients. We’ll give you the support you need to help you double your business.

  • Branch Advisor: If you affiliate as an advisor in an established branch office, the opportunities for growth—in your skills and your business—will help you chart your personal success in the independent world.

  • Employee Advisor: When you join Advisor Select® as a corporate employee, you’ll still own your own book while experiencing the balance between freedom—to serve your clients and your own entrepreneurial spirit—and security—including health benefits and savings programs.

To request more information about affiliation with SagePoint Financial, click here to complete a quick contact form and we'll get back to you ASAP!

 

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SagePoint Hotline: 800-552-3319

Inquiries about independent affiliation with SagePoint Financial: 866-462-4432


Inquiries about affiliation through the Advisor Select® program: 866-566-7575

Securities and investment advisory services offered through SagePoint Financial, Inc., member FINRA, SIPC and SEC-registered investment adviser.
Copyright © 2005 - 2008 All rights reserved.

Information regarding the Securities Investor Protection Corporation (SIPC®), including a SIPC brochure, may be obtained by contacting SIPC via its web site at www.sipc.org or by telephone at (202) 371-8300.

Terms of Use | Privacy Policy | Disclosures      This page last updated October 14, 2009