When you are seriously looking to move to a new securities broker dealer within 20 to 60 days, you need to maximize your time by:
This can be a daunting and time-consuming process.
Broker Dealer Select offers a “FREE SERVICE” to producing Financial Advisors, RIA’s and OSJ Groups that can answer your questions and accomplish all the objectives above within a minimum amount of time. Find out more with a “FREE CONSULTATION.”
The resource for Financial Advisors looking for a change. Whether you are actively looking for a new broker-dealer/RIA or interested in developing a “Plan B” for the future – let Silver Birch be your change agents.
The Choice For RIAs in Growth Mode and Billion-Dollar Breakaway Teams.
PFI Advisors is available to consult on many of the operational and strategic issues faced by existing RIAs.