Advisor Group Welcomes New Mexico Wealth Management Practice with $583 Million in Assets to its Platform
Charles Stephen Joins Advisor Group through Subsidiary SagePoint Financial and Super-OSJ AmeriFlex Financial Services
News provided by
Share this article
Share this article
PHOENIX, April 7, 2021 /PRNewswire/ Advisor Group, the nation s largest network of independent wealth management firms, today announced the successful recruitment to its network of Charles Stephen, an Albuquerque, N.M.-based firm led by Partners Adam Ciepiela and Kelly Famiglietta that has four financial professionals and oversees $583 million in total client assets.
Charles Stephen joins Advisor Group through its subsidiary and network member firm SagePoint Financial and one of SagePoint s top-producing Super-OSJ groups, Santa Barbara, Calif.-based AmeriFlex Financial Services. Advisor Group also includes FSC Securities, Royal Alliance Associates, Securities America, Triad Advisors and Woodbury Finan