Advisor Group’s SagePoint Financial Recruits Team with $203 Million in Client Assets
SagePoint Financial, an independent wealth management firm within the Advisor Group network, has added Brian Falconer and his team of 16 registered representatives to its platform.
SagePoint Financial, an independent wealth management firm within the Advisor Group network, has added Brian Falconer and his team of 16 registered representatives to its platform. Wealth Management Resource Group, with $203 million in total client assets, joins from Securian Financial Services.
Falconer, based in Braintree, Massachusetts, has more than two decades of experience in the financial services industry. He began his career as a financial services representative for New England Financial, where he served “in leadership positions of increasing responsibility,” and later served as a managing partner at Securian Advisors of New England.
“We are delighted to welcome Brian and his team of talented professionals to SagePoint Financial and Advisor Group,” said Desireé Sii, president and chief executive officer at SagePoint Financial. “Brian’s passion for mentoring independent advisors searching for solutions as they grow amplifies SagePoint’s mission of providing technology, marketing, practice management and investment solutions to the firms we serve…”
SagePoint Financial has approximately 1,400 advisors across the U.S. Advisor Group’s network also includes FSC Securities, Royal Alliance Associates Inc., Securities America, Triad Advisors and Woodbury Financial Services. Advisor Group, a portfolio company of Reverence Capital Partners, serves approximately 9,700 financial professionals and oversees approximately $515 billion in client assets.
