Veater Financial Group, a Fresno, Calif.–based firm managing $503 million in client assets, joined SagePoint Financial, an independent broker/dealer in the Advisor Group Network, according to an announcement.
“SagePoint is known as a firm that builds close personal relationships with its affiliated financial professionals in order to nurture their growth and offer comprehensive support," said George Veater, president and co-founder of Veater Financial Group. "Between the SagePoint and Advisor Group home office teams, we have found a group of business partners who truly hear our needs and value our input.”
Advisors Aaron McKell, Brian Janssen and Darren Tali will also join SagePoint from LPL.
“George Veater brings decades of experience in serving his clients to our platform, and he and his team will be great additions to our network,” said Greg Cornick, president of advice and wealth management at Advisor Group.
SagePoint Financial adds over 1,400 advisors across the country to parent Advisor Group’s count of 11,100 finance professionals. Advisor Group manages over $450 billion in client assets.
