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Independent Financial Advisors | Independent Broker Dealer | SagePoint Financial

SagePoint Financial is a proven partner for today's independent advisors. We're transforming 40 years of broker-dealer experience into know-how that works for today's independent advisors. If you're ready to point your business in a new direction, talk to one of our recruiters to learn about transitioning to SagePoint Financial. Call us today 1-866-462-4432

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SagePoint Financial is a proven partner for today's independent advisors. We're transforming 40 years of broker-dealer experience into know-how that works for today's independent advisors. If you're ready to point your business in a new direction, talk to one of our recruiters to learn about transitioning to SagePoint Financial. Call us today 1-866-462-4432
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2 Securities & Investment Advisory Services
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Independent Financial Advisors | Independent Broker Dealer | SagePoint Financial | joinsagepoint.com Reviews

https://joinsagepoint.com

SagePoint Financial is a proven partner for today's independent advisors. We're transforming 40 years of broker-dealer experience into know-how that works for today's independent advisors. If you're ready to point your business in a new direction, talk to one of our recruiters to learn about transitioning to SagePoint Financial. Call us today 1-866-462-4432

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joinsagepoint.com joinsagepoint.com
1

Financial Advisor | Financial Planning | Financial Advisors | SagePoint Financial

http://www.joinsagepoint.com/business-development

The Strengths of SagePoint. Solutions work for you. SagePoint Financial cares about the long-term success of your business, and it shows. When you join us, you’ll have the direct support of a Regional Vice President in a full range of endeavors geared toward meeting your specific goals for growth. These include:. Business Planning and Development. You need to make your long-term plans a reality. Solutions to Streamline Office Functions. That help you move toward the efficiencies of a paperless office.

2

Financial Advisor | Financial Broker | Broker Dealers | SagePoint Financial

http://www.joinsagepoint.com/payouts

The Strengths of SagePoint. While a better payout structure may not be the only motivation for moving to SagePoint, we understand it’s an important one. That’s why the payouts we offer are highly competitive, and in many cases higher than other independent broker-dealers. Your exact payout will vary based upon product type, how you affiliate, and your level of production. Independent OSJs can earn up to 95% payout. Among the highest payouts in the industry. Payouts vary based on your business mix.

3

Investment Advisory Services | Financial Planning | Financial Advisor | SagePoint Financial

http://www.joinsagepoint.com/advisory-services

The Strengths of SagePoint. DEVELOPING STRONGER CLIENT RELATIONSHIPS THROUGH FEE-BASED ASSET MANAGEMENT. A Relationship Built on Service. The financial advisor landscape is changing. To help ensure your continued success, your business model must change as well. Clients are more knowledgeable, demand better service and need more advice than ever before. Our Investment Advisory platform is centered on the VISION2020 Wealth Management Platform. VISION2020 Wealth Management platform:. A Unified Managed Acco...

4

Advisor Clearing Services Through Pershing | Clearing House SIPC Protection | SagePoint Financial

http://www.joinsagepoint.com/clearing

The Strengths of SagePoint. Dual Clearing Through National Financial Services LLC and Pershing LLC. National Financial Services LLC is a leading provider of clearing and custody solutions to more than 300. Our relationship with Pershing offers you access to NetX360, Pershing’s revolutionary technology platform providing the tools needed to manage clients’ accounts, deliver first-rate service, and develop new sales and revenue opportunities. NetX360 offers one complete solution to efficien...The informati...

5

Independent Financial Brokers | Broker Dealer | Financial Advisors | SagePoint Financial

http://www.joinsagepoint.com/rewards-recognition

The Strengths of SagePoint. RECEIVE THE Rewards And Recognition You Deserve. SagePoint respects the effort and dedication it takes to achieve at a high level, and we reward your success when you make it happen. We do so in many ways, including enhanced payouts, recognition at national conferences and in our corporate materials, and inclusion in special events. Top performers can receive:. Invitations to exclusive destination events. Access to our Top Producer Customer Service Desk.

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Join Us : Horizon Financial

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The term Independent Financial Advisor was coined to describe the advisers working independently for their clients rather than representing an insurance company, bank or institution. Horizon Financial is an Association of Independent Financial Advisors* who are passionate about improving and preserving their respective clients capital assets. 1 Timber Way Suite 100. Daphne, AL 36526. Markets at a Glance. 1 Timber Way Suite 100. Daphne, AL 36526. Percent Difference (when noted with %) otherwise Last Price.

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Independent Financial Advisors | Independent Broker Dealer | SagePoint Financial

The Strengths of SagePoint. Client Information and Disclosures. SagePoint Financial, Inc. 2015. Securities and investment advisory services offered through SagePoint Financial, Inc., member FINRA. And registered investment adviser. May lose value. Not FDIC/ NCUA insured. Not Bank or Credit Union guaranteed.

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