Advisor Recruitment

This is the perfect time to make the switch!  Starting July 2011, we will be interviewing Financial Advisors who would like to join our firm.  Currently we clear through BrokersXpress who recently announced the expected merger with Charles Schwab (See News Article).  As this structure change occurs, we will have the opportunity for new advisors to join our company and benefit from the merger of great technology and account back office support.  Please contact us to see how this change would benefit you and your client base.

The BrokersXpress Advantage Play Video

For more details about our clearing agent BrokersXpress please visit their website directly at: BrokersXpress.  Then, give us a call at 727-462-2555 to discuss the best way to make the move.

Thanks for your consideration, and we look forward to working with you soon!

Sincerely,

Joel McEwan
Registered Investment Advisor / President