Thanks for visiting us and taking the time to learn about independent broker-dealers!

Each year we talk to many Financial Advisors in the Securities industry who are looking to change their Broker-Dealer.  To date, we have placed over 400 - most of them with independent broker-dealer firms.

So...What's "Going Independent" All About?

  • It's about CHOICE
  • It's about FREEDOM
  • It's about FLEXIBILTY
  • It's about BUILDING EQUITY
  • It's about LIFESTYLE

"I cannot express to you the joy and the increase in quality of life that I have found since leaving the wirehouse world..."

Shane Merritt, Branch Manager
Merritt Capital Management

It's about working the way you want, where you want and with whom you want.

What's Going Independent.com All About?

  • It's about INFORMATION. We have detailed information on over 50 independent broker-dealers varying in size and prominance in the market.  One of our goals is to provide enough information to make a good decision in a reasonable amount of time.
  • Its about CONFIDENTIALITY. Making inquiries to various independent broker-dealers or employers on your own can often pose a confidentiality problem.  We will research and review all options with you and help you select only those broker-dealers or other employers that meet your needs.  Then, with your permission, we will make introductions to those firms that have the most interest. 
  • It's about SAVING TIME. Selecting an appropriate independent broker-dealer is a difficult task which takes into consideration many different factors: location, mix of business, volume of business, compensation, support services, technology, and corporate culture.  Let us handle the research, the initial conversations, and qualify your next firm while you concentrate on your clients and other current responsibilities. 
  • It's about DOING IT THE EASY WAY.  Finding your next broker-dealer with minimum hassle.

What's the Next Step?

We welcome you to utilize the Resources available throughout this website to assist you in your journey towards Independence!

Services Questions to ask a Broker-Dealer
Affiliation Opportunities Partner Links
Helpful Tools and Articles Resource Links

Then Contact us to find the best broker-dealer for you...the easy way!

 

 

 

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