Overview

We have formed an advisor-owned RIA, and am interested in attracting individual IAR's and IAR groups under their brand or ours. We offer high payouts, an efficient compliance platform, shared services if desired, resources and support if needed, and a community of senior and junior IAR's from which to sell your business or purchase theirs.

Small practices; bring in help to compete for larger cases, get administrative help when needed. Larger practices; contract administrative support for unique workflow needs without hiring, use our network of professionals for expertise needs such as large need life insurance cases, retirement plan employee support, etc.

Flexibility, with a focus on a high compliance standard, cybersecurity, advisor independence, security and control of your own destiny.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
973 days old

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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