Gerald Kleber, Dustin Carr and Tad Lyle join Advisor Group through SagePoint Financial and The AmeriFlex Group.
Advisor Group, the nation’s largest network of independent wealth management firms, announced its successful partnership with three financial advisors who oversee $481 million in total client assets.
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Gerald Kleber, a financial advisor from Hornor, Townsend & Kent, LLC, and Dustin Carr and Tad Lyle, financial advisors from Principal Securities, join Advisor Group through SagePoint Financial and one of SagePoint’s fastest growing hybrid RIAs, The AmeriFlex Group, based in Las Vegas, NV. Advisor Group’s network also includes FSC Securities, Royal Alliance Associates, Securities America, Triad Advisors and Woodbury Financial Services.
Desireé Sii, President and CEO of SagePoint Financial, said “I’m thrilled that Gerald, Dustin and Tad joined us and will leverage our resources and expertise to enhance the ways they provide holistic wealth management and financial planning solutions to their clients. Personally, I look forward to helping each of them reach their goals for their business and clients.”
Thomas Goodson, President of The AmeriFlex Group®, said, “We take great pride in our ‘planning first’ approach to wealth management and Gerald, Dustin and Tad share our vision of providing a best-in-class experience to their clients. We’re extremely pleased to have them on our team.”
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Mr. Kleber has for 20 years provided individual and employer-sponsored retirement planning and comprehensive wealth management services. He chose Advisor Group for the firm’s industry-leading succession and M&A programs and back-office support.
Both Mr. Carr and Mr. Lyle echoed the sentiment mentioning that Advisor Group’s dedicated marketing consultants and innovative digital assets made their affiliation choice clear.
Greg Cornick, Advisor Group’s President of Advice & Wealth Management, said, “I’m pleased to welcome Gerald Kleber, Dustin Carr and Tad Lyle to the Advisor Group family. I congratulate Desireé, Tom and the teams at SagePoint and The AmeriFlex Group on attracting financial professionals who have illustrated an unwavering dedication to delivering exceptional service and guidance to their clients. We are committed to their continued success.”
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