Tag : independent broker-dealer

SagePoint Financial Recruits Veteran Financial Advisor John Ressler
Investment Services News

SagePoint Financial Recruits Veteran Financial Advisor John Ressler

Fintech News Desk
Iowa-Based Independent Advisor Brings $115 Million in Total Client Assets to SagePoint Platform SagePoint has Welcomed 14 Advisors with More than $500 Million in Total Client Assets to its Platform Since July 2019 SagePoint Financial, an independent broker-dealer and registered investment advisor representing more than 1,400 independent financial advisors, announced......
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