Frequently Asked Questions
Do I need a financial advisor?
A financial advisor is someone who has your best interest and can help explain the complexities of the market. Everyday the market is changing and your advisor is there to watch the ongoing changes and help you make the best decisions for you and your family.
Why should I work with AGP Financial?
We are a small advisory firm and are independent with no concerns of conflict of interest. The clients we choose to work with can leave knowing that they are our top priority.
What is Securities America?
Securities America is AGP Financial’s Broker/Dealer who oversees compliance, transactions, and is our back office. Securities America is located in Omaha, NE.
What is a Broker/Dealer?
A Broker/Dealer is in the business of trading securities for its own account or on behalf of its customers. Broker/Dealers are at the heart of the securities & derivatives trading process.
Let's Get Started
Complete the form below and a member of our team will help you get started!