March 02, 2015 2:07 PM ET

Capital Markets

Company Overview of SagePoint Financial, Inc.

Company Overview

SagePoint Financial, Inc. operates as a broker-dealer. The company offers tools, support, and services to independent financial advisors to serve their clients and expand their businesses. It also offers investment advisory services ranging from access to institutional money managers and mutual funds to customized investment policy statements and performance monitoring. The company provides services in the areas of load and no-load mutual funds; variable and fixed annuities; term, whole, universal, and variable life insurances; stocks and bonds; direct investments; traditional insurance options; and brokerage accounts. SagePoint Financial, Inc. was formerly known as AIG Financial Advisors In...

2800 North Central Avenue

Suite 2100

Phoenix, AZ 85004-1072

United States

Founded in 2004



Key Executives for SagePoint Financial, Inc.

Chief Executive Officer and President
Age: 54
Chief Executive Officer of AIG Advisor Group and President of AIG Advisor Group
Age: 57
Chief Compliance Officer and Vice President
Senior Vice President of Recruiting
Senior Vice President of Recruiting
Compensation as of Fiscal Year 2014.

SagePoint Financial, Inc. Key Developments

SagePoint Financial, Inc. Announces Management Appointments

SagePoint Financial, Inc. has named Genevieve Hodges-Sisco, Senior Vice-President of Recruiting. She will focus on recruiting individual financial advisors and groups to the broker-dealer. Additionally, Nathan Akers has been named Vice-President, Recruiting, assisting Hodges-Sisco in the firm's recruiting activities. Hodges-Sisco most recently served as Vice-President, Recruiting. She oversees recruiting efforts at SagePoint, bringing in new advisors and practices to the broker-dealer. She also works with existing OSJs to help them grow their practice through recruiting. Akers joins SagePoint Financial from Cetera Advisors, where he was responsible for recruiting OSJs and individual financial advisors.

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