We Specialize in the Placement of Financial Advisors with Top Independent Broker Dealers
Utilizing our vast network of top Independent Broker Dealers, we assist our clients regionally and nationally. We have developed respected relationships with the decision makers at the top Independent Broker Dealer firms we represent.
Regionally & Nationally
We have developed respected relationships with the decision makers at the top Independent Broker Dealer firms we represent.
We will help you select the best Independent Broker Dealer for your practice by identifying: the appropriate size, culture, product set, clearing platform, technology and back office support for your firm. We will then negotiate the best deal possible for you, as we have leverage with the top independent broker dealers, firms we represent.
Our proven process includes a personalized approach. It begins with identifying your individual needs and preferences for your practice. Our primary goal is to provide a solution with Top Broker Dealers for your final consideration. We work with you from the day we start, through the final steps to insure a smooth transition.
We will find Top Broker Dealers that best match your personal profile and the unique needs of your practice. Broker Dealer Change helps financial advisors sift through all of the options and questions involved in switching firms. For over 25 years, we have been working with and developing relationships with independent, regional and national Top Broker Dealers. We understand the financial industry including the clearing platforms, product offerings and how important is means to identify each firm’s philosophy, to find the best Broker Dealer to suit your needs.
NO NONSENSE APPROACH
We Work Every Step of the Way
Schedule Your Personalized Consultation. Call us today at 678.670.9379 or online to schedule your personalized consultation. Once you fill out our secure online form, one of our team members will contact you within 24 hours.
Broker Dealer Change