REGISTERED REPS

If you are interested in "going independent" or changing your financial services firm, please call us at 727-725-8876 so that we can discuss your needs and come up with some appropriate alternatives. With over 17 years experience placing financial advisors and wealth management professionals with various firms, we can introduce you to some unique opportunities:

For example:

Companies with deferred compensation or profit sharing
Producer groups that provide marketing programs
Independent broker-dealers that offer transition funding
Broker-dealers with 95 percent or better pay outs on investment advisory services
Firms with proprietary research in mutual funds, asset allocation and stocks
Firms that work with financial advisors on an annual flat fee basis
Firms offering equity participation via options or common and preferred stock
Firms specializing in stocks and bonds and transactional business - they are still there!
Broker-dealers that are successful with large producer groups
A firm with 11 years experience in hedge funds that will create your own fund of funds
Broker-dealers that are friendly to placing assets at Schwab, Fidelity, TD Ameritrade, & Pershing or RBC
Firms with lower ticket charges and monthly fees
Firms with Syndicate offerings, IPOs, and market making

Fill out the Contact form and we'll get back to you promptly.

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