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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 professiona...

Advisor Group Welcomes Three Financial Professionals With Assets Totaling $120 Million To Its Platform Successful Professionals in California and North Carolina Join Advisor Group through its Subsidiary Securities America News provided by Share this article Share this article PHOENIX, March 4, 2021 /PRNewswire/ -- Advisor Group, the nation's largest network of independent wealth management firms, today announced the successful recruitment to its network of three financial professionals in California and North Carolina with a total of $120 million in client assets. The professionals include ...

As wealth managers compete for advisors, the firm picked a former one to lead it.

Desireé Sii Named President, CEO of SagePoint Financial She succeeds former CEO Jeff Auld, who recently announced his retirement, and rounds out a trio of female leaders atop the Advisor Group IBD. Jeff Auld, former SagePoint Financial CEO, has handed over the reigns to Desireé Sii. SagePoint, an independent broker/dealer under Advisor Group, announced Sii’s promotion Tuesday.  Sii was, for the last five years, head of business development for SagePoint and now will spearhead the overall recruitment and organic growth strategy for 1,300 affiliated independent brokers. “Desire�...

Share this article Share this article PHOENIX, Feb. 8, 2021 /PRNewswire/ -- Advisor Group, the nation's largest network of independent wealth management firms, today announced the appointment of Desireé Sii as President and CEO of SagePoint Financial, Inc. ("SagePoint"), effective immediately. Ms. Sii will be based in Phoenix and report to Advisor Group's President, Advice and Wealth Management, Greg Cornick. SagePoint's former CEO, Jeff Auld, recently announced his retirement. As SagePoint enters its fifty-first year of operations, Ms. Sii's leadership strategy will be to build on the firm'...