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 Join Advisor Select®
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About Us

Giving You The Wings To Fly.

According to Tiburon Strategic Advisors, spending time with clients is a key indicator
of success. In fact, there is a direct correlation between advisors’ income and time spent
with clients.

However, with fewer sales assistants, wirehouse brokers are handling more routine work themselves – taking up time that's supposed to be allotted to more important things, like meeting with clients and providing them with personalized financial advice.

And, since your ability, your efforts, and your expertise drive your x-factor – your unknown potential for growth – you deserve to receive the maximum amount of profit in an environment that truly supports your success.

You’ll get all this and more with Advisor Select®… a new business model that allows you to affiliate with SagePoint Financial as a corporate employee.

By joining Advisor Select, you’ll be part of a full-service financial services firm that not only recognizes your entrepreneurial spirit, but celebrates it!

Inquiries about affiliation through the Advisor Select program:
Call us at 866-566-7575 or click here to complete a quick contact form and we can start the discussion.

 

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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.
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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 August 31, 2009