SagePoint Financial
Financial Services
Suite 2100
172 employees
- Employees
- 172
- Contacts
- 4
- Emails
- 4
- Phones
- 3
SagePoint Financial Overview
- Headquarters
- Suite 2100
- Phone Number
- Available in AeroLeads
- Website
- sagepointfinancial.com
- Industry
- Financial Services
- Employees
- 172
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About SagePoint Financial
In a world where change is constant, SagePoint Financial is changing the paradigm of what you should expect from an independent broker-dealer. We’re doing so by transforming the way we lead into the way we listen. By transforming our customers into collaborators. And by transforming 40 years of experience into know-how that works today – and works for you. While we offer you the resources that come with being a part of one of the largest networks of independent advisors in America, we’re also driven to remain the most flexible, most nimble and most collaborative broker-dealer for your business. So whether it’s offering adaptable solutions that easily conform to your idea of success or providing evolving technologies that enable you to stay ahead of the curve, as the world changes, so do we. And so can you. If you’re ready for a relationship with a broker-dealer that shares your vision of success, join SagePoint. And together, let’s point your business in a whole new direction. SagePoint Financial, Inc. is a registered broker-dealer and registered investment adviser, Member FINRA and SIPC. FINRA: http://www.finra.org/ SIPC: http://www.sipc.org/ Social Media Disclosure: http://sagepointfinancial.com/disclosures/socialmedia
SagePoint Financial Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 3
- 75.0% coverage
SagePoint Financial Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Julie "Jake" Clark | Vice President of Branch Development , Northeast Region | Winthrop, Massachusetts, United States |
Email
Phone
|
| David Fontaine | President of the Fontaine Retirement Group, an Independent Firm | Miami, Florida, United States |
Email
Phone
|
| Paul A. | President, Heritage West Capital - Financial Advisor & Investment Advisor Representative, Osaic Wealth, Inc. | Scottsdale, Arizona, United States |
Email
Phone
|
| Barbara Orechoff | Financial Planning / Investment Advisor Representative | Moorpark, California, United States |
Email
|
Employees by Management Level
Manager
9 profiles
Executive
8 profiles
Individual contributor
7 profiles
Senior / Lead
1 profile
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 7 | 7 | 4 |
| General | 5 | 5 | 3 |
| Executive | 3 | 3 | 1 |
| IT | 1 | 1 | 0 |
| HR | 1 | 1 | 0 |
SagePoint Financial Tech Stack
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