Become an Independent Financial Advisor

We know you enjoy your freedom, so we can help you maintain it while enjoying the benefits of having a firm by your side. Without the need for production requirements, you’re able to do what’s best for your client.

Work remotely from anywhere in the United States, or we can support your move to Puerto Rico, where advisors can live on a tropical island with the benefit of minimal taxes through Act 60.

Enjoy benefits like:

  • Regulatory Filings
  • Compliance Oversight
  • Custodial Service
  • IT Support
  • Access to Technology Stacks
  • Marketing

*Admin support is available for an additional fee

For more information, click here to schedule a meeting.