SagePoint Financial, a wealth management firm within the Advisor Group network, has recruited three hybrid practices that collectively oversee $498 million in client assets. The firms include CURO Financial in La Jolla, California; Pajak Financial Services in Sacramento; and Peak Financial Solutions in Las Vegas.
All three firms have affiliated as registered representatives of SagePoint and as investment advisory representatives of The AmeriFlex Group, one of SagePoint’s fastest-growing hybrid registered investment advisors.
CURO Financial has $169 million in total client assets and is led by founder and president James Lingelbach and includes financial planner Ciano Villaquiran.
Pajak Financial Services is led by financial advisor Laura Harger Pajak and oversees $200 million in total client assets.
Peak Financial Solutions is led by CEO Michael Keeler and has $129 million in assets.
Advisor Group is comprised of SagePoint Financial, FSC Securities, Royal Alliance Associates, Securities America, Triad Advisors and Woodbury Financial Services. The network serves approximately 10,100 financial professionals who oversee more than $475 billion in client assets. SagePoint Financial has approximately 1,300 advisors across the U.S.