September 18, 2014 6:01 AM ET

Capital Markets

Company Overview of SagePoint Financial, Inc.

Company Overview

SagePoint Financial, Inc. operates as a broker-dealer. The company offers tools, support, and services to independent financial advisors to serve their clients and expand their businesses. It also offers investment advisory services ranging from access to institutional money managers and mutual funds to customized investment policy statements and performance monitoring. The company provides services in the areas of load and no-load mutual funds; variable and fixed annuities; term, whole, universal, and variable life insurances; stocks and bonds; direct investments; traditional insurance options; and brokerage accounts. SagePoint Financial, Inc. was formerly known as AIG Financial Advisors In...

2800 North Central Avenue

Suite 2100

Phoenix, AZ 85004-1072

United States

Founded in 2004

Phone:

800-552-3319

Key Executives for SagePoint Financial, Inc.

Chief Executive Officer and President
Age: 54
Chief Executive Officer of AIG Advisor Group and President of AIG Advisor Group
Age: 57
Chief Compliance Officer and Vice President
Senior Vice President of Recruiting
Senior Vice President of Recruiting
Compensation as of Fiscal Year 2014.

SagePoint Financial, Inc. Key Developments

SagePoint Financial, Inc. Announces Management Appointments

SagePoint Financial, Inc. has named Genevieve Hodges-Sisco, Senior Vice-President of Recruiting. She will focus on recruiting individual financial advisors and groups to the broker-dealer. Additionally, Nathan Akers has been named Vice-President, Recruiting, assisting Hodges-Sisco in the firm's recruiting activities. Hodges-Sisco most recently served as Vice-President, Recruiting. She oversees recruiting efforts at SagePoint, bringing in new advisors and practices to the broker-dealer. She also works with existing OSJs to help them grow their practice through recruiting. Akers joins SagePoint Financial from Cetera Advisors, where he was responsible for recruiting OSJs and individual financial advisors.

Similar Private Companies By Industry

Company Name Region
Ludlow Equity Research United States
Etech Securities, Inc. United States
CJI Capital Markets, Inc. United States
Colorado Mergers & Acquisitions United States
Commonwealth Equity Services, Inc. United States

Recent Private Companies Transactions

Type
Date
Target
No transactions available in the past 12 months.
 

Stock Quotes

Market data is delayed at least 15 minutes.

Company Lookup

Most Searched Private Companies

Company Name Geographic Region
NYC2012, Inc. United States
Lawyers Committee for Civil Rights Under Law United States
Bertelsmann AG Europe
Rush University United States
Greater Houston Partnership United States

Sponsored Financial Commentaries

Sponsored Links

Report Data Issue

To contact SagePoint Financial, Inc., please visit www.sagepointfinancial.com. Company data is provided by Capital IQ. Please use this form to report any data issues.

Please enter your information in the following field(s):
Update Needed*

All data changes require verification from public sources. Please include the correct value or values and a source where we can verify.

Your requested update has been submitted

Our data partners will research the update request and update the information on this page if necessary. Research and follow-up could take several weeks. If you have questions, you can contact them at bwwebmaster@businessweek.com.