For Clients
FSC Securities is a wealth management firm owned by Advisor Group Holdings, Inc. Your financial professional is affiliated with FSC. … FSC and Advisor Group provide your financial professional with back office, technology, regulatory and operational support to help manage your investment account.
Also, what is SagePoint financial?
For Clients
SagePoint Financial Services is a wealth management firm owned by Advisor Group Holdings, Inc. … SagePoint and Advisor Group provide your financial professional with back office, technology, regulatory and operational support to help manage your investment account.
Just so, what is included in Financial Services cloud?
Built on the word’s #1 CRM solution, Financial Services Cloud comes out of the box with all the core Sales Cloud features, plus new custom fields and objects modeling financial accounts, assets, liabilities, and goals for both individual clients and across entire households.
Is SagePoint Financial a fiduciary?
Certain advisors that are affiliated with SagePoint Financial can earn commissions from the sale of specific insurance products or securities. While this creates a potential conflict of interest, the firm’s inherent fiduciary duty legally requires it to act in clients’ best interests at all times.
Is SagePoint Financial a broker dealer?
SagePoint Financial is a member of an independent broker–dealer network called the Advisor Group, which also encompasses financial advisor firms FSC Securities Corp., Royal Alliance Associates Inc.
How many advisors does SagePoint Financial have?
SagePoint Financial is part of Advisor Group, the nation’s largest network of independent wealth management firms in the United States, with more than 11,000 affiliated financial professionals.