Advisor Group’s Sagepoint Recruits $503 Million Team from LPL Financial
SagePoint Financial, a wealth management firm within the Advisor Group network, has recruited Veater Financial Group, a wealth management practice based in Fresno, California.
SagePoint Financial, a wealth management firm within the Advisor Group network, has recruited Veater Financial Group, a wealth management practice based in Fresno, California, with $503 million in total client assets. Veater joins SagePoint from LPL Financial.
Founded in 2012, Veater Financial Group is led by President George Veater and includes three other financial professionals: Brian Janssen, Aaron McKell and Darren Tali. The firm offers fee-based investment management services as well as retirement, tax and estate planning.
“We are excited to welcome George Veater and his team to SagePoint,” said SagePoint Financial President and CEO Jeffrey Auld. “These are exceptional professionals who have worked hard to successfully build a thriving practice, and we look forward to collaborating with them to further accelerate the growth trajectory of their business.”
SagePoint Financial has approximately 1,400 advisors across the U.S.
In addition to SagePoint, Advisor Group’s network includes FSC Securities, Royal Alliance Associates, Securities America, Triad Advisors and Woodbury Financial. Advisor Group serves approximately 11,100 financial professionals that oversee more than $450 billion in client assets.
