SagePoint Financial
Collin Flathers serves as the Chief Investment Officer and Financial Advisor at Flathers Wealth Management and SagePoint Financial since December 2015, offering wealth management and financial planning services and holding Series 7 and Series 66 licenses. Prior experience includes a Financial Advisor role at Morgan Stanley from December 2012 to December 2015, where Collin coordinated investment strategies and managed risk for clients, and a Financial Associate position at Armor Wealth Management from January 2012 to November 2012, focusing on personalized wealth management solutions. Collin Flathers earned a degree from The University of Texas at Austin between 2007 and 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