Dan Lovelace Craig Enderlin Our job is to assume the due diligence and negotiations on behalf of advisors so you can focus on managing your business and clients. Your Best Fit There are thousands of Broker/Dealers out there. Some of them, in our opinion, aren't really a good fit for anyone. We relentlessly look for the best. Your practice is unique and your broker/dealer should be a partner that understands and fulfills your needs. Our discovery process and placement experience can help you find the very best fit. And a better fit means a more productive, profitable relationship. Consider the Advisor Placement Group as YOUR resource for the financial industry! All of our services share one thing in common: The good of the Advisors we work with. Broker/Dealer Placement This is our flagship service. If you are looking to move out on your own, especially for the first time, or you are thinking about changing your Broker/Dealer, you owe it to yourself to contact us. It's what we do the most, and it's what we do the best. Strategic Partners We also work closely with numerous individuals and companies who have proven themselves in their respective line of work within the financial advisory industry and highly recommend them including, but not limited to, legal representation, advertising, marketing, and compliance solutions, and a HR/benefit options for registered reps. Visit our website at http://www.advisorplacementgroup.com/home Branch Financial Advisor: San Antonio, Houston, Dallas Tired of the wire house rat race or has your previously independent firm gone public and now it feels like a wire house? Very competitive payout, turnkey from day one, beautiful offices in HNW locations. Minimum $300k GDC , series 7, 66 or 63, 65 required. Fidelity Institutional, Pershing, NFS custodians, easy work environment, alternative investments, all major insurance carriers, RIA hybrid, Blue Cross Blue Shield, E&O. Contact: Dan Lovelace
dan@advisorplacementgroup.com
214.641.9207 - phone
craig@advisorplacementgroup.com
830.456.1443 - phone
dan@advisorplacementgroup.com
Mobile: 214.641.9207
Office: 830.625.1856
eFax: 210.579.2714
www.advisorplacementgroup.com
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Aug 01 Financial Advisor Ubis - Palo Alto Private Bank Union Bank Palo Alto, CA FINRA licenses 7, 65 and/or 66, California Life and Disability; college degree with 2 years related experience preferred. Union Bank is committed to leveraging the diverse... more
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Jul 26 Accountant I Finra Rockville, MD to the FINRA Careers site, enter www.finra.org/careers into your browser to reach ... and Affirmative Action Employer 2011 FINRA. All rights reserved. FINRA is a... more
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Jul 25 Regulatory Coordinator Finra New York, NY to the FINRA Careers site, enter www.finra.org/careers into your browser to reach ... and Affirmative Action Employer 2011 FINRA. All rights reserved. FINRA is a... more
Jul 25 Regulatory Coordinator Finra New York, NY to the FINRA Careers site, enter www.finra.org/careers into your browser to reach ... and Affirmative Action Employer 2011 FINRA. All rights reserved. FINRA is a... more
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