General Info

SagePoint Financial, Inc. is one of the nation s largest broker-dealers with over $27 billion in total account assets and more than 2,300 affiliated independent financial advisors. Headquartered in Phoenix, Ariz. SagePoint supports fee-based financial advisors with one of the most robust technology platforms and largest advisory services teams in the industry. Its dedicated business development team addresses the unique market needs of affiliated financial advisors by providing customized business solutions that achieve long-term growth objectives.