SagePoint Financial
Aaron M. is a financial advisor currently working at SagePoint Financial since November 2020, affiliated with Veater Financial Group. Prior experience includes serving as an LPL Financial Advisor with Veater Financial Group from March 2015 to October 2020 and working in the Transactional Services group at PricewaterhouseCoopers LLP from September 2013 to September 2014, focusing on capital markets and accounting advisory for technology clients. Aaron M. holds a Master of Accounting degree from Brigham Young University, completed in 2013, and a Bachelor's degree in Accounting from the Brigham Young University Marriott School of Business, earned in 2011.
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SagePoint Financial
In a world where change is constant, SagePoint Financial is changing the paradigm of what you should expect from an independent broker-dealer. We’re doing so by transforming the way we lead into the way we listen. By transforming our customers into collaborators. And by transforming 40 years of experience into know-how that works today – and works for you. While we offer you the resources that come with being a part of one of the largest networks of independent advisors in America, we’re also driven to remain the most flexible, most nimble and most collaborative broker-dealer for your business. So whether it’s offering adaptable solutions that easily conform to your idea of success or providing evolving technologies that enable you to stay ahead of the curve, as the world changes, so do we. And so can you. If you’re ready for a relationship with a broker-dealer that shares your vision of success, join SagePoint. And together, let’s point your business in a whole new direction. SagePoint Financial, Inc. is a registered broker-dealer and registered investment adviser, Member FINRA and SIPC. FINRA: http://www.finra.org/ SIPC: http://www.sipc.org/ Social Media Disclosure: http://sagepointfinancial.com/disclosures/socialmedia