Securian team managing $203 million bolts for SagePoint
Brian Falconer and 16 reps operate as Wealth Management Resource Group in Braintree, Massachusetts.
An office of supervisory jurisdiction for Securian Financial Services that manages $203 million in assets has left the firm and affiliated with SagePoint Financial, an Advisor Group broker-dealer.
The 16-representative team led by Brian Falconer operates as Wealth Management Resource Group and is based in Braintree, Massachusetts. Falconer began his career in 1999 as a financial services representative for New England Financial.
“Wealth Management Resource Group has built its reputation on delivering high value to entrepreneurial advisers seeking a peerless support system and remains committed to coaching advisors to be the best as they take their business to the next level in partnership with our talented team,” Falconer said in a statement.
[More: Group overseeing $800 million switches to SagePoint from Lincoln]
Attracting potential clients with cigars and whiskey
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