Home
About
AFS Services
Resource Center
Client Login
- Investment Management Clients
- Wealth Management Clients
Contact

Personal Information Form

Name

Email
Address

Message

Prohibit the sale of personal information

Request copies of personal information

Request deletion of personal information

Thank you! Oops!

Contact

Office: (760) 639-0160

122 Civic Center Drive

Suite 103

Vista, CA 92084

7, 24, 65

jaguilera@sagepointadvisor.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
All Articles
All Videos
All Calculators
All Presentations

SagePoint Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

Securities, investment advisory services and insurance services may be offered through SagePoint Financial, Inc (SPF). member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. SPF does not provide tax or legal advice.

Registered Representative may only discuss/and or transact securities business with residents of the following states: AL, AZ, CA, CO, CT, FL, GA, HI, ID, IL, MO, MT, NM, NV, NY, OH, OR, PA, SC, TN, TX, VT, VA, WA.