Office is closed May 29th for Memorial Day. See the full list of Wesley Group alternatives and competitive updates on Owler, the world’s largest. Contact Christopher Hodges for financial advice today. Current Firm Details 3066 Business Park Circle, Goodlettsville, TN 37072 4. Patrick Wehrly is a financial advisor operating in Cornelius, North Carolina, who has 2 years of industry experience. Δ. Darwin Johnson is a financial advisor working in Cornelius, North Carolina with a total of 2 years of industry experience. Johnson is on the advisory team at Alphastar Capital Management, LLC. Loading view. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Arizona, California, Florida, and 13 other states. Δ. However, Schwab is bullish on Europe’s prospects for the rest…Sageguard Financial Group, LLC. Δ. Analyst Sentiment - World. Loading view. Δ. Bryson is a financial advisor at Equitable Advisors, LLC in Lebanon, Tennessee. Whalewisdom has at least 4 13F filings. Δ. Loading view. Δ. Δ. Unfortunately, that likely would provide less than $1,000 per month for a retiree, for only 15 years. Δ. Δ. Sagard Investment Management Montreal, Quebec 10,327 followers Sagard is a multi-strategy alternative asset manager building great businesses through capital, culture,. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Join to view profile SageGuard Financial Group. David is a financial professional who can offer investment and insurance products and services. Written by investor. Δ. Loading view. *Retirement Planning. Wyman & Associates, newly rebranded to Wyman Financial Solutions. For additional information about investment advisers or broker. Loading view. Atchison CRD# 5875146 Sageguard Financial Group, LLC. Loading view. November 17, 2023. Christopher J. This field is for validation purposes and should be left unchanged. S. All information available through this website is the property of The Wehrly Group (the “Company”) or its information providers and is protected by. Investment Advisory Services offered through SageGuard Financial Group, LLC, an SEC registered Investment Adviser. Menu. Similar Advisors. Loading view. 🚀 Enjoy a 7-Day Free Trial Thru Mar 20, 2023! Sign UpCaptain Patrick Wehrly, a U. Their career trajectory has included roles at Opjw, Sageguard Financial Group, LLC, Alphastar Capital Management LLC and Golden. Hay is a financial advisor at Equitable Advisors, LLC in Lebanon, Tennessee. Primary Business Name: SAGEGUARD FINANCIAL GROUP, LLC CRD Number: 160266 Other-Than-Annual Amendment - All Sections Rev. FEBRUARY EVENTS. Kirkland is a financial advisor at Lpl Financial LLC in Lebanon, Tennessee. zipp@primerica. com. • Proper book- and record-keeping strategies. Provided support in the areas of RIA compliance, portfolio management, investment research, as well as middle and back-office functions within a. Loading view. Loading view. Δ. Δ. Loading view. Adams CRD# 4183126 Raymond James Financial Services Advisors, Inc. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Loading view. Loading view. Wesley Group's top competitors include Sageguard Financial Group, First South Financial and The Rein Group. Δ. My specialties include the following, but are not limited to: * Financial Planning. President of SageGuard Financial Group 11mo Report this post The IRS has released the 2023 tax brackets, with adjustments for inflation and increased standard deductions. Texas insurance license #_____. Heidi King (CRD# 5021599) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. Loading view. Find related and similar companies as. sageguard financial group, llc ( crd # 160266/sec#:801-127052 ) show all 14 ASPEN WEALTH MANAGEMENT, WIN FINANCIAL STRATEGIES, VANCE FINANCIAL, THE OFFICES OF PATRICK J. SageGuard Financial 11mo Report this post Report Report. Δ We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. coulson@cbre. This field is for validation purposes and should be left unchanged. ΔSageguard Financial Group, LLC Spring, TX Dec 2022 - Current < 1; Alphastar Capital Management LLC Cornelius, NC Jul 2021 - Current 2; Office Of Patrick J. SAGEGUARD FINANCIAL GROUP, LLC 160266 3066 BUSINESS PARK CIRCLE GOODLETTSVILLE, TN 37072 Employment 1 of 1 IA Regulator Registration Status Date IA Tennessee Investment Adviser Representative Approved 12/20/2022 Branch Office Locations This individual does not have any registered Branch Office where the. Investment Advisory Services offered through SageGuard Financial Group, LLC, an SEC registered Investment Adviser. President of SageGuard Financial Group 10mo Report this post Report Report. Sageguard Financial Group, LLC (CRD# 160266) is a financial advisory firm headquartered in Goodlettsville, TN. Δ. Back Submit. Tuesday, February 21 / 2:30 PM - 4:00 PMThis field is for validation purposes and should be left unchanged. SAGEGUARD FINANCIAL GROUP, LLC (CRD#:160266) GOODLETTSVILLE, TN . Work History; Financial Exams; Company Name Location Dates Years; Equitable Advisors, LLC New York, NY Sep 1999. Patrick Wehrly is a financial advisor operating in Cornelius, North Carolina, who has 2 years of industry experience. IA SAGEGUARD FINANCIAL GROUP, LLC 160266 Savannah, GA 10/11/2017 - 12/07/2021 IA BROOKSTONE CAPITAL MANAGEMENT LLC 141413 Savannah, GA 02/23/2007 - 10/11/2017 For additional registration and employment history details as reported by the individual, refer to the Registration and EmploymentAbout this Advisor. Δ. Δ. info@unionfinancialsvc. Δ. Joseph Wehrly is a financial advisor who works out of Spring, Texas who has 2 years of relevant experience. Brokerage and investment advisory services and fees differ, and it is important that you understand the differences. Safeguard Investment Advisory Group, registered in 2017, serves 12 state (s) with a licensed staff of 9 advisors. Loading view. SageGuard Financial Group, LLC is neither an affiliate nor subsidiary of TD Ameritrade. SAGEGUARD FINANCIAL GROUP, LLC 3 years 1 month Insurance Specialist SAGEGUARD FINANCIAL GROUP, LLC May 2020 - Aug 2020 4 months. Hay is a financial advisor at Equitable Advisors, LLC in Lebanon, Tennessee. SageGuard Financial Group, LLC provides investment advisory and brokerage services. About Sagard. Loading view. crd# 123794 erie, pa employment. SageGuard Financial Group is a financial services company that provides retirement planning, investment planning, and asset management. This field is for validation purposes and should be left unchanged. SageGuard Financial Group, LLC is neither an affiliate nor subsidiary of TD Ameritrade Institutional and does not provide tax or legal services. Δ. View SageGuard Financial Group (location in Tennessee, United States , revenue, industry and description. Viavattene is a financial advisor at Kingsly Capital, LLC in Phoenix, Arizona. 494. Δ. Loading view. President of SageGuard Financial Group 10mo Report this post Report Report. ΔAll communications by SageGuard Financial Group, LLC or any of its managers, officers, employees, representatives, affiliates or agents (collectively “SageGuard”) are subject to our Terms Of Service . Investment Advisory Services offered through SageGuard Financial Group, LLC, an SEC registered Investment Adviser. Back. Their career trajectory has included roles at Alphastar Capital Management LLC, Sageguard Financial Group, LLC and Aspen Wealth Management. Δ. Back. record. Work History; Financial Exams; Company Name Location Dates Years; Equitable Advisors, LLC New York, NY Sep 1999 - Current 24;. Investment Advisor. Facebook gives people the power to share and makes the world more open and connected. Loading view. Get a sneak preview: Read [ADVISOR’S NAME] latest book! [BOOK TITLE] [1 - 3-SENTENCE DESCRIPTION ABOUT…This field is for validation purposes and should be left unchanged. Adams. 2000 2002 2004 2006 2008 2010 2012 2014 2016 2018 2020 2022 2024 ia alphastar capital management, llc (crd# 157423) 2021 - present (2 years) ia sageguard financial group, llc (crd# 160266) 2017 - 2021 (4 years) ia aspen wealth management (crd# 164591) 2017 - 2017 (<1 year) ia aspen wealth management (crd# 164591) 2012 - 2016 (4 years) ia sowell. I am an experienced financial services professional with 8 years working in the banking and financial services industry. This field is for validation purposes and should be left unchanged. On March 10th, Silicon Valley Bank (SVB), a bank catering to startups closed its doors after it could no longer cover withdrawals. Loading view. If you need immediate assistance or have questions in the meantime, feel free to give us a call at 931. Investment and Insurance Services We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Portfolio Disclaimer. This field is for validation purposes and should be left unchanged. in Savannah, GA. Please note that any written or oral communication, provided directly or indirectly to you by SageGuard is in no way to be considered or. Δ. in Savannah, GA. Contact William Bryson for financial advice today. Contact info: czipp@primerica. IA SAGEGUARD FINANCIAL GROUP, LLC 160266 GOODLETTSVILLE, TN 08/31/2016 - 12/07/2021 For additional registration and employment history details as reported by the individual, refer to the Registration and Employment History section of the Detailed Report. This field is for validation purposes and should be left unchanged. This field is for validation purposes and should be left unchanged. President of SageGuard Financial Group 2mo Report this post Report Report. Atchison works at Alphastar Capital Management, LLC. SageGuard Financial Group, LLC is neither an affiliate nor subsidiary of TD Ameritrade Institutional and does not provide tax or legal services. Aug 2009 - Present 14 years 4 months. This field is for validation purposes and should be left unchanged. The companies are Tennessee Village Apartments LLC, Sageguard Financial Group LLC, Sageguard Investment Advisory Services LLC, Boys Boat Club LLC, Navita Consulting LLC, Sageguard Investment Advisory Services LLC,. Life Insurance in Goodlettsville, TN. United States Canada UK Hong Kong Japan Australia New Zealand. Loading view. Personalized advice for portfolio size of 100K & above . Back. SageGuard Financial – Whole Ballroom, Mon Nov 20, 2023 - Please join us for a Thanksgiving Lunch Gathering in the Clubhouse Ballroom. sageguard financial group, llc (crd#:160266) goodlettsville, tn . Space is. ΔDavid L. All Codes Verified. It manages $264. Loading view. SageGuard Financial Group, LLC is neither an affiliate nor subsidiary of TD Ameritrade Institutional and. Additional Information. Learn about their Finance market share, competitors, and SageGuard Financial Group's email format. A Westlake financial adviser now faces federal charges and is accused of running a Ponzi scheme. Δ. 10/07/2014 - 09/13/2016 . Safeguard Investment Advisory Group manages $352. SageGuard Financial Group, Goodlettsville, Tennessee. Δ. Loading view. regulators, customer disputes and arbitrations, and financial disclosures such as bankruptcies and unpaid judgments or liens. SageGuard Financial 11mo Report this post Report Report. This field is for validation purposes and should be left unchanged. Sageguard Financial Group: $345,874,753: Total Clients Clients Per Financial Advisor Overall Ranking; 2,405: 218: 50%: Financial Services; Financial planning services; Portfolio management for individuals and/or small businesses; Selection of other advisers; FIND MY MATCH : Top Financial Firms . GREG AMBROSE Vice President National Apartment Group BC 1 604 662 5178 greg. Loading view. Loading view. Sageguard Financial Group, registered in 2022, serves 3 state (s) with a licensed staff of 11 advisors. Contact Christopher Hodges for financial advice today. This field is for validation purposes and should be left unchanged. This field is for validation purposes and should be left unchanged. Throughout their career, Wehrly has worked at Office Of Patrick J. Loading view. Loading view. Over the course of their career, Atchison has held roles at Sageguard Investment Advisory Services, Alphastar Capital Management LLC and Sageguard Financial Group, LLC. Back Submit. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Arizona, California, Florida, and 13 other states. See BBB rating, reviews, complaints, & more. 11%. This field is for validation purposes and should be left unchanged. Δ. Atchison CRD# 5875146 Sageguard Financial Group, LLC. His love of learning helps ensure that our office is up on the. com Reliance on Information Posted We do not warrant the accuracy, completeness or usefulness of information made available on the Website. Atchison CRD# 5875146 Sageguard Financial Group, LLC. Their career trajectory has included roles at Opjw, Sageguard Financial Group, LLC, Alphastar Capital Management LLC and Golden Rule Wealth Preservation. This field is for validation purposes and should be left unchanged. Investment Advisory Services offered through SageGuard Financial Group, LLC, an SEC registered Investment Adviser. 1 There’s an interesting dichotomy among demographics when it comes to retirement planning these… We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Wehrly Spring, TX Oct 1993 - Current 29; Sageguard Financial Group, LLC Spring, TX Nov 2014 - Dec 2021 7; Redhawk Wealth Advisors, Inc. ia 10/11/2017 - 12/07/2021 sageguard financial group, llc crd# 160266 savannah, ga ia 02/23/2007 - 10/11/2017 brookstone capital management llc crd# 141413 savannah, ga ia 10/04/2004 - 01/16/2009 greenbook investment management, inc. Raymond Erker, and two of his associates, face federal charges for stealing $9. This document gives you a summary of theSageguard Financial Group, Llc (1861378) SEC Filing 13F-HR Institutional Manager Holdings Report for the period ending Thursday, September 30, 2021This field is for validation purposes and should be left unchanged. See BBB rating, reviews, complaints, request a quote & more. This organization is not BBB accredited. Tracey L. com. SageGuard Financial Group, LLC is neither an affiliate nor subsidiary of TD Ameritrade Institutional and does not provide tax or legal services. Indyfin; Savannah; John Evans. S. Atchison works at Alphastar Capital Management, LLC. (CRD#:119342) GOODLETTSVILLE, TN . Sage Financial is an independent fee-only financial. crd# 8174 weehawken, nj ia 10/07/2014 - 09/13/2016 ubs financial services inc. . This field is for validation purposes and should be left unchanged. November 17, 2023. November 17, 2023. This field is for validation purposes and should be left unchanged. 7 million of regulatory assets for 2,871 client accounts. SAGEGUARD FINANCIAL GROUP, LLC (CRD#:160266) GOODLETTSVILLE, TN . New EventDj Johnson is the President at SageGuard Financial Group based in Goodlettsville, Tennessee. Loading view. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. SageGuard Financial Group. 9 million and provides investment advisory services for 2,405 clients (1:219 advisor/client ratio). ΔThis field is for validation purposes and should be left unchanged. We help our clients achieve financial goals through strategic planning and management. Sageguard Financial Group, LLC is a large advisory firm based in Goodlettsville. 98003. Sageguard Financial Group Phoenix, AZ Jun 2014 - May 2021 6; Eric James Financial Advisory, Pllc Phoenix, AZ Nov 2010 - Jan 2018 7; H. The Company offers portfolio management, consulting, financial planning, and investment supervisory services. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Nashville Lawn & Garden Show - Sign Up for Free Tickets… SageGuard Financial Group, DJ Johnson is excited to provide 100 tickets to the Nashville Lawn and Garden Show. Similar Advisors. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. About this Advisor. ΔQuick Facts 608 Park Driv, Goodlettsville, TN 37072-3572 is the last known address for Herman. *Retirement Planning. 1 Days later, regulators also took over Signature Bank. com. I currently work as an Investment Advisory Specialist at SageGuard. DJ Johnson President of SageGuard Financial Group 11mo. This field is for validation purposes and should be left unchanged. Take the time to think about these three things when shopping for your next vehicle. View By: Examination(s) Close. Atchison CRD# 5875146 Sageguard Financial Group, LLC. Δ. Sageguard Financial Group, Llc. Δ. DJ has worked with Del Webb residents. My specialties include the following, but are not limited to: * Financial Planning. 2021 - Present (2 years) Alphastar Capital Management LLC. This field is for validation purposes and should be left unchanged. 6 million and provides investment advisory services for 196 clients (1:65 advisor/client ratio). Wehrly is currently employed by Alphastar Capital Management, LLC. Wehrly, Redhawk Wealth Advisors, Inc, Alphastar Capital Management LLC and Sageguard Financial Group, LLC. New Business Case Manager. The Company offers portfolio management, consulting, financial planning, and. DISCLOSURE INFORMATIONWendy Ward-D'Angelo is on Facebook. Sales Associate at SageGuard Financial Group White House, Tennessee, United States. The firm provides its clients with investment management and financial planning services, as well as educational seminars and. Investment Advisory Services offered through SageGuard Financial Group, LLC, an SEC registered Investment Adviser. This field is for validation purposes and should be left unchanged. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Sageguard Financial Group manages $345. Δ. Back Submit. Δ. Loading view. Safegard was founded in 1994 by Robert V. Loading view. (crd#:8174) nashville, tn . Corporate Branch Location: 500 S. 4M in assets under management (AUM), dropping by -97. This field is for validation purposes and should be left unchanged. (615) 347-6801 (Cellco Partnership), (615) 859-4576 (BellSouth Telecommunications, LLCCellco Partnership) are likely Herman's phone numbers. Investment Advisory Services offered through SageGuard Financial Group, LLC, an SEC registered Investment Adviser. Coast Guard captain and Registered Financial Consultant, can support your charter business through myriad services such as: • Development of effective, efficient operational plans. * Managed Investment Portfolios. 146616 SPRING, TX 06/29/2011 - 11/19/2014 For additional registration and employment history details as reported by the individual, refer to the Registration and Employment History section of the Detailed Report. Loading view. This field is for validation purposes and should be left unchanged. Loading view. Christopher W. Della M Calonge and Bethany G Hudson spent some time in this place. What is a EIN Number?Eric J. Videos; Blog; Podcasts; Schedule a Meeting; Subscribe to our YouTube Channel First Name**This field is for validation purposes and should be left unchanged. They manage $345,874,753 in 2,405 accounts and. State Securities Law Exam. Δ. Our Leadership Team is comprised of passionate financial planners and professionals serving the Atlanta area. Cowee is an employee of Alphastar Capital Management, LLC. RankThis field is for validation purposes and should be left unchanged. 💰. Loading view. Loading view. Solguard Financial Ltd. Δ. Loading view. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Three persons, including. 2004 2006 2008 2010 2012 2014 2016 2018 2020 2022 2024 ia sageguard financial group, llc (crd# 160266) 2022 - present (<1 year) ia alphastar capital. Jeffrey P. President of SageGuard Financial Group. SageGuard Financial Group, LLC is neither an affiliate nor subsidiary of TD Ameritrade Institutional and does not provide tax or legal services. Loading view. Δ. This field is for validation purposes and should be left unchanged. SageGuard Financial Group is a financial services company that provides retirement planning, investment planning, and asset management. Δ. Safeguard Wealth Management manages $183. 7 million and provides investment advisory services for 1,260 clients (1:140 advisor/client ratio). This field is for validation purposes and should be left unchanged. offers retirement income planning services, tax planning, insurance and estate planning and assistance with decisions concerning major sales or purchases. ubs financial services inc. This field is for validation purposes and should be left unchanged. This field is for validation purposes and should be left unchanged. In its midyear review, market analysts at Charles Schwab say that economic growth in the United States may have peaked in the second quarter of this year, and it believes China experienced its peak in the fourth quarter of 2020. Loading view. 336th Street Suite 208 Federal Way, WA. This field is for validation purposes and should be left unchanged. Any reliance you place on such information is strictly at your. d. This field is for validation purposes and should be left unchanged. Wehrly Spring, TX Oct 1993 - Current 30; Sageguard Financial Group, LLC Spring, TX Nov 2014 - Dec 2021 7; Redhawk Wealth Advisors, Inc. President of SageGuard Financial Group 1y Report this post The U. SageGuard Financial Group is a financial advisor and investment management firm that's based in Goodlettsville, Tennessee, which is just outside. * Social Security planning. Sign up today for this special event! Sponsored by DJ Johnson, SageGuard Financial Group. ia 09/07/2016 - 12/07/2021 sageguard financial group, llc crd# 160266 goodlettsville, tn b 03/27/2015 - 09/13/2016 ubs securities llc crd# 7654 new york, ny b 10/25/2014 - 09/13/2016 ubs financial services inc. Wehrly Spring, TX Oct 1993 - Current 29; Sageguard Financial Group, LLC Spring, TX Nov 2014 - Dec 2021 7; Redhawk Wealth Advisors, Inc. Investment Advisory Services offered through SageGuard Financial Group, LLC, an SEC registered Investment Adviser. 1 There’s an interesting dichotomy among demographics when it comes to retirement planning these…We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Loading view. Investment Advisory Services offered through SageGuard Financial Group, LLC, an SEC registered Investment Adviser. The content of this summary, and the available detailed report, is governed by FINRA Rule 8312, and is primarily based on information filed on uniform registration forms. ΔThe principal office where Chanakya Capital Partners performs its advisory services is located at Unit 3, Gc, Ground Floor, 19 Bank Street, Ebene, 72201, which is also the mailing address of the firm. This field is for validation purposes and should be left unchanged. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Δ. SAGEGUARD FINANCIAL GROUP, LLC (CRD#:160266) PORTLAND, ME . Loading view. Δ. Jeffrey P. Δ. Life Insurance in Goodlettsville, TN. ΔWe are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This field is for validation purposes and should be left unchanged. Hodges is a financial advisor at Lpl Financial LLC in Lebanon, Tennessee. The Company offers portfolio management, consulting, financial planning, and investment supervisory services. Investment Advisory Services offered through SageGuard Financial Group, LLC, an SEC registered Investment Adviser. ΔSageGuard Financial Group 2012 - Aug 2016 4 years. Atchison CRD# 5875146 Sageguard Financial Group, LLC. com Find more info on AllPeople about Corinna Zipp and Primerica Financial Services, as well as people who work for similar businesses nearby, colleagues for other branches, and more. Loading view. Δ. Investment Advisory Services offered through SageGuard Financial Group, LLC, an SEC registered Investment Adviser. See BBB rating, reviews, complaints, & more. He has passed the Series 63 and 65 securities exams and holds annuity, health and life insurance licenses. * Social Security planning. SageGuard Financial Group General Information. Over the course of their career, Johnson has held roles at Sageguard Financial Group, Alphastar Capital Management LLC and Sageguard Financial. It manages $264. sageguard financial group, llc ( crd # 160266/sec#:801-127052 ) show all 14 ASPEN WEALTH MANAGEMENT, WIN FINANCIAL STRATEGIES, VANCE FINANCIAL, THE OFFICES OF PATRICK J. This field is for validation purposes and should be left unchanged. To receive your ticket(s), you MUST sign-up on the HOA website. Denae Jones is on Facebook. This field is for validation purposes and should be left unchanged. CRD# 4183126. Tickets will be distributed on Thursday, March 2 at 1:00 PM in the Right-Side Ballroom. Kane & Crowell, PLLC. This field is for validation purposes and should be left unchanged. Throughout their career, Wehrly has worked at Office Of Patrick J. com. Compare 2 to 3 financial advisors in Savannah, GA . SAGEGUARD FINANCIAL GROUP Company Profile | Goodlettsville, TN | Competitors, Financials & Contacts - Dun & Bradstreet Find company research, competitor information, contact details & financial data for !company_name! of !company_city_state!. Loading view. Contact David Gordon for financial advice today. Marine Corps, First Tennessee National. Thursday, March 2 / 1:00 PM. SageGuard Financial Group located at 3066 Business Park Circle, Goodlettsville, TN 37072 - reviews, ratings, hours, phone number, directions, and more. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. SageGuard Financial Group was a net seller of stock by $-213M.