We have provided the following documents for your convenience.
Securities offered through SagePoint Financial, Inc., member FINRA/SIPC. Investment advisory services offered through Houston Asset Management, Inc., a registered investment advisor not affiliated with SagePoint Financial, Inc. Fixed and/or Traditional Insurance Services offered through Investment Marketing Resources, LP, a company not affiliated with SagePoint Financial or registered as a broker-dealer or investment advisor. For full consumer disclosure click here.
This communication is strictly intended for individuals residing in the states of AL AR AZ CA CO CT DC FL GA IA ID IL IN KS KY LA MA MD MI MN MO MS NC ND NH NJ NM NV NY OH OK OR PA SC TN TX UT VA WA WI WV. No offers may be made or accepted from any resident outside the specific states referenced.
A broker/dealer, investment adviser, BD agent, or IA representative may only transact business in a state if first registered, or is excluded 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.
By viewing this website, you acknowledge that you are a resident of one of the states listed above.