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Advisor Group Welcomes New Mexico Wealth Management Practice with $583 Million in Assets to its Platform Charles Stephen Joins Advisor Group through Subsidiary SagePoint Financial and Super-OSJ AmeriFlex Financial Services News provided by Share this article Share this article PHOENIX, April 7, 2021 /PRNewswire/  Advisor Group, the nation s largest network of independent wealth management firms, today announced the successful recruitment to its network of Charles Stephen, an Albuquerque, N.M.-based firm led by Partners Adam Ciepiela and Kelly Famiglietta that has four financial professionals and oversees $583 million in total client assets. Charles Stephen joins Advisor Group through its subsidiary and network member firm SagePoint Financial and one of SagePoint s top-producing Super-OSJ groups, Santa Barbara, Calif.-based AmeriFlex Financial Services. Advisor Group also includes FSC Securities, Royal Alliance Associates, Securities America, Triad Advisors and Woodbury Finan

United statesAdam ciepielaJoseph kuo chris clemensJonathan stonerSanta barbaraCharles stephenGreg cornickKelly famigliettaSteve ciepielaTriad advisorsRoyal alliance associates incAmeriflex financial servicesRoyal alliance associatesSecurities corporationSagepoint financial incAdvisor group