Home Alts News Advisor Group Adds Three Financial Advisors with $481 Million in Client Assets

Advisor Group Adds Three Financial Advisors with $481 Million in Client Assets

Advisor Group, a network of independent wealth management firms, has added three financial advisors who oversee $481 million in total client assets.

Advisor Group, a network of independent wealth management firms, has added three financial advisors who oversee $481 million in total client assets.

Gerald Kleber, a financial advisor from Hornor, Townsend & Kent LLC, and Dustin Carr and Tad Lyle, financial advisors from Principal Securities, join Advisor Group through SagePoint Financial and one of SagePoint’s fastest growing hybrid registered investment advisors, The AmeriFlex Group based in Las Vegas.

Kleber has provided individual and employer-sponsored retirement planning and comprehensive wealth management services for 20 years and chose Advisor Group for the firm’s succession and merger and acquisition programs and back-office support. Both Carr and Lyle echoed his sentiment mentioning that Advisor Group’s marketing consultants and digital assets “made their affiliation choice clear.”

SagePoint Financial is an independent broker-dealer and registered investment advisor with approximately 1,300 advisors across the U.S.

Advisor Group serves approximately 10,100 financial advisors who overseeing $475 billion in client assets. Advisor Group’s network includes SagePoint Financial, FSC Securities, Royal Alliance Associates, Securities America, Triad Advisors and Woodbury Financial Services.

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