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*Securities, insurance products, and investment advisory services offered through SagePoint Financial, Inc. and its affiliates, member FINRA/SIPC and a registered investment advisor. Certain insurance products are offered by licensed agents independent of SagePoint Financial, Inc. Oak Point Financial, LLP is not affiliated with SagePoint Financial, Inc. or registered as a broker-dealer or investment advisor. SagePoint Financial, Inc. does not give tax or legal advice. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, GA, IL, KY, MA, MD, NC, NY, OK, OR, PA, RI, TX, UT, and VA. No offers may be made or accepted from any resident outside the specific state(s) referenced. Licensed to sell insurance in: CA, CO, FL, GA, MD, OK and TX.
IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, 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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