Ready to begin your transition towards becoming an independent advisor?Here at Founders Financial Alliance, our expert team of transition specialists will be with you every step of the way - before, during, and after your move. |
Our Services for Independent Advisors |
Transition Support
- Sophisticated Transition Team
- Marketing and Branding Support
- On-site Transition Assistance
Compliance Support
- Advisory Compliance Support
- Brokerage OSJ Compliance Support
- Audit Preparation
Office Setup
- High quality office space
- Furnished Office
- Sophisticated Technology Suite
Other Services
- Technology Installation & Continued Support
- CRM Software
- Dedicated 360 Service Team
- Training and Coaching
Interested in making the move? Contact Us today to learn more about our variety of affiliation options for advisors wishing to go independent. |
