Advisor Group’s SagePoint Recruits Two Longtime Advisors from LPL Financial
SagePoint Financial, a wealth management firm within the Advisor Group network, has recruited two Oregon- based independent financial professionals with a total of $365 million in client assets.
SagePoint Financial, a wealth management firm within the Advisor Group network, has recruited two Oregon- based independent financial professionals with a total of $365 million in client assets.
The new additions include Chris Scheller and Conrad Pearson, each of whom operate their own book of business while sharing an office headquarters in Lake Oswego. Both join from LPL Financial and have worked in the wealth management industry for more than 35 years.
Scheller and Pearson specialize in financial planning and wealth management, offering both commission- and fee-based services. Scheller has been a financial professional for 38 years and was last affiliated with SagePoint from 2005 to 2016.
Pearson has worked as a financial professional for 37 years; he was with FSC Securities from 1984 to 1986 and with Royal Alliance Associates from 1989 to 2012.
In addition to SagePoint Financial, Advisor Group also includes FSC Securities, KMS Financial Services, Royal Alliance Associates, Securities America, Triad Advisors and Woodbury Financial.
SagePoint Financial has approximately 1,400 advisors across the U.S.
Advisor Group serves approximately 11,100 financial professionals that oversee more than $450 billion in client assets.
