Overview

We are looking for individual or group of advisors that are looking for successors or joining a practice. With our broker/dealer partner, Securities America, Inc., we have an expanded menu and tools to help you provide best in class services to your clients, while making it easier to run your business. Features like:
• Built in support for business processing and Administrative services
• Practice management and business growth programs
• First-to- market technology and mobile app access
High Valley Financial Planning Services is our new Bay Area branch locating in Fremont, CA. and Iron Point Financial Advisors is our regional OSJ branch located in Folsom, CA, servicing over 50 greater Northern California Independent Financial Advisors.
Benefits of joining the High Valley / Iron Point Advisors team:
• Direct mentorship from branch manager, AiRung Liu, and Award winning OSJ Rob Santoriello combining over 50 years of industry experience.
• A culture of team work and collaboration among our team of financial advisors.
• Robust branded marketing strategies to help grow your business.
• Extensive knowledge to help you grow/buy/sell your business.

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