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833 Alder Creek Drive
SagePoint Financial provides independent financial advisors with the tools, support, and service they need to better serve their clients and expand their businesses.
SagePoint Financial, Inc. is one of the nation’s largest broker-dealers with over $33 billion in total account assets, over 1,400 affiliated independent financial advisors. Headquartered in Phoenix, SagePoint supports fee-based financial advisors with one of the most robust technology platforms and largest advisory services teams in the industry. Our dedicated business development team addresses the unique market needs of affiliated financial advisors by providing customized business strategies that address long-term growth objectives. SagePoint Financial is a registered broker-dealer and SEC registered investment adviser, member FINRA (www.finra.org) and SIPC (www.sipc.org).