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Financial Advisor Placement Services is the premier financial advisor placement firm, that specializes in representing only financial advisors. There is no cost to the Advisor!

The reason why advisors go with us is because of our industry relationships, knowledge and high touch professional service. Most of our advisors thank us for helping them find a new broker dealer, and we tell them that we are just doing our job, which is helping advisors succeed!

No matter how much or type of business you do, we want to work for you! Many of our competitors only focus on the large producers, we want to work with financial advisors of all backgrounds, product mixes and production levels.

Broker Dealer or RIA?

We work with several Registered Investment Advisors where you can join their firms, if you want to go that route. You can either “plug into” and existing RIA or we also work with consultants who will help you start your own & broker dealers.

Domestic or International Broker Dealers:We represent broker dealers who work with both domestic as well as international clients. We have placed financial advisors who have financial practices outside of the United States & independent broker dealer.

Small, Mid or Large Broker Dealers:

We represent small and mid-sized Independent broker dealers as well as larger national firms and also work with many firms that offer high payouts with low cost. We represent boutique firms that specialize in certain product sets. Clearing firms include: Pershing, National Financial, First Clearing, Raymond James, RBC, Wedbush, Southwest, Sterne Agee, TD Ameritrade, Schwab, and Core. We also work with some regional and national firms which are self-clearing such as Linsco Private Ledger, and Janney Montgomery Scott & Changing broker dealers.

Many Wall Street brokerages and independent broker dealers are undergoing tremendous change. The wirehouses continue to cut payouts and increase account minimums, while multiple mergers are consolidating the independent broker dealer landscape. The DOL’s Fiduciary Standard.   Many of the Insurance owned broker dealers are increasing production requirements and forcing proprietary sales. FINRA has become more over-bearing with increased rules and regulations.   Improved technology and wealth management platforms are improving the independent broker-dealer model.

Financial Advisors who want to change firms, usually don’t have the background, knowledge, or time to have numerous discussions with many broker dealers. Your decision to find your next broker dealer is an important one. You will want your next broker dealer to fit your practice, and that’s where we add value-in sorting through all of the firms and identifying the ones to fit your needs and personality.

Financial Advisor Placement Services is the premier financial advisor recruiting firm, Independent broker dealer firms & Independent broker dealer payouts that specializes in placing only financial advisors. There is no cost to the Advisor.

 

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