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Consolidated Reports   SagePoint Financial  AssetMark  Financial Planning

Fullerton

2244 N. State College Blvd.
Fullerton, CA 92831
Phone: 714.257.7400

Orange

1045 W Katella Ave,Suite 220
Orange, CA 92867
Phone: 714.852.0220

 

     

SagePoint Form CRS | The Ameriflex Group Form CRS

Securities offered through SagePoint Financial, Inc. (SPF) member FINRA/SIPC. Investment advisory services offered through The Ameriflex Group. SPF is separately owned and other entities and/or marketing names, products, or services referenced here are independent of SPF. This communication is strictly intended for individuals residing in the states of: AL, AR, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KY, LA, MI, MN, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA N offers may be made or accepted from any resident outside the specific states referenced.

IMPORTANT CONSUMER INFORMATION

A broker-dealer, investment financial professional, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up: individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.


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