Finance News

Advisor Group Welcomes Brian Falconer with $203 Million in Assets to its Platform

Advisor Group Welcomes Brian Falconer with $203 Million in Assets to its Platform
Boston-based OSJ Affiliates with Advisor Group Through SagePoint Financial From Securian Financial Services

Advisor Group Inc., the nation’s largest network of independent wealth management firms, announced the successful recruitment of Brian Falconer and his team of 16 registered representatives to its platform. Wealth Management Resource Group, with $203 million in total client assets, joins the Advisor Group network from Securian Financial Services, a provider of financial services offering retirement planning, investment advisory, insurance and financial planning.

Latest Fintech News: dWallet Labs Raises $5Million in Pre-Seed Round As Odsy Network Comes Out of Stealth

Mr. Falconer, based in Braintree, Mass., joins Advisor Group through member firm SagePoint Financial, a firm with approximately 1,300 advisors across the United States. Mr. Falconer is a coach and team leader to independent financial advisors and has more than two decades of experience in the financial services industry. Advisor Group’s network of firms also includes FSC Securities, Royal Alliance Associates Inc., Securities America, Triad Advisors and Woodbury Financial Services.

Desireé Sii, President and CEO at SagePoint Financial, said, “We are delighted to welcome Brian and his team of talented professionals to SagePoint Financial and Advisor Group. Brian’s passion for mentoring independent advisors searching for solutions as they grow amplifies SagePoint’s mission of providing technology, marketing, practice management and investment solutions to the firms we serve. We look forward to working with Brian and his team.”

Mr. Falconer began his career as a financial services representative for New England Financial, where he served in leadership positions of increasing responsibility. As managing partner at Securian Advisors of New England, he maximized opportunities for advisors at every stage of the growth cycle, providing high levels of support to promote their practice, from onboarding to practice development.

Latest Fintech News: Anaptyss helps Global Banking and Financial Services Institutions Deliver Exceptional Customer Experiences

“Wealth Management Resource Group has built its reputation on delivering high value to entrepreneurial advisors seeking a peerless support system and remains committed to coaching advisors to be the best as they take their business to the next level in partnership with our talented team,” Mr. Falconer said. “We chose SagePoint Financial because of shared values around leadership and cultivating relationships. Our advisors need to feel seen and heard, and SagePoint offers the network we need to grow our business.”

Greg Cornick, President of Advice and Wealth Management at Advisor Group, said: “We congratulate SagePoint Financial on bringing Brian and his remarkable team to our firm. We look forward to working closely with Brian, whose record of collaborating with outstanding advisors has enabled them to become highly regarded professionals who understand the importance of collaborating closely with their clients. We look forward to welcoming Brian and his affiliates, and to another notable year for Advisor Group.”

Latest Fintech News: Blockchain Protocol for Metaverses, Meta0, to Launch at Gamescom

[To share your insights with us, please write to sghosh@martechseries.com]

Related posts

KBRA Analytics Releases The Bank Treasury Newsletter, the Bank Treasury Chart Deck, and Bank Talk

Fintech News Desk

Etsy enables millions of US shoppers to ‘Buy Now, Pay Later’ with Klarna

Fintech News Desk

Paysafe Relaunches US Partnership Programs to Deliver Comprehensive Payment Solutions

Fintech News Desk
1