Sierra Ridge Advisor Group
Financial Services
915 Highland Point Dr.
16 employees
- Employees
- 16
- Contacts
- 3
- Emails
- 3
- Phones
- 1
Sierra Ridge Advisor Group Overview
- Headquarters
- 915 Highland Point Dr.
- Website
- sierraridgeadvisorgroup.com
- Industry
- Financial Services
- Employees
- 16
- Founded
- 2018
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Sierra Ridge Advisor Group
Sierra Ridge Advisor Group was built around a service first culture - we take care of our Advisors so that they can take care of their clients. Sierra Ridge Advisor Group delivers a fully-integrated platform designed to power the independent Financial Advisor by offering a wide range of services, from state-of-the-art technology to administrative support, compliance, investment management, operations, practice management and marketing/branding support. Our goal is to be the partner of choice for growth-orientated Advisors. We share your driven, goal-oriented mindset, and all of our focus is committed to helping you achieve your goals. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Sierra Ridge Advisor Group Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 1
- 25.0% coverage
Sierra Ridge Advisor Group Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| James Slaughter | President, Cgo & Founder of Sierra |
View
|
|
| Ron Segon | Independent Financial Advisor at Sierra | United States |
Email
|
| Carl D'agostini, Aams®, Crpc® | Financial Advisor / Wealth Strategist | Fairfield, California, United States |
Email
Phone
|
| Giancarlo Foti | CEO, Founding Partner, Principal | Greater Sacramento, United States |
Email
|
Employees by Management Level
Executive
2 profiles
Individual contributor
2 profiles
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