Placing Financial Advisors with The Best Broker Dealers and RIAs Nationwide

We Have Over 85 Broker Dealers and RIAs that we Represent. This Service is Free to the Financial Advisor. Please Call Today

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978-973-7577

Financial Advisor Placement Services

Services

We have over 17 years of experience placing only financial advisors:

Changing Broker Dealers
Changing Registered Investment Advisors
Practice Sales
Selling Broker Dealers
Recruiting Large OSJ Groups

As an independent third party recruiter, we represent many firms and will get you the best transition compensation package available. We have many years of placement experience and know the C-Level people at these firms. We are with you every step of the way.

Comprehensive Approach

As a Financial Advisor, you are our client. This is a free service to you as we get compensated by the firms we represent. We will get you several competitive offers on the table according to your timeframe. We work with wire-house, regional, and independent broker dealers. We work with advisors who have also been terminated. We also work with broker dealers who allow international business.

Committed to Service

Every successful financial strategy starts with an excellent client relationship. Our mission and values include exceeding our client’s every expectation. We have many happy customers over the years who rave about our personal service. Shawn Smith, CEO, originated the firm in 2009 to serve the financial advisor who is considering a change to another firm. Shawn and his team of recruiters will give you the personal service and expertise that you need to navigate this big change to your practice. You will be happy with the results. Please call us today at 978-312-1656 to review our process!

Contact Us

Get Started Today

Our initial free consultation will entail discussing your practice as well as your requirements in your next broker dealer or RIA. You may call or text us directly, or send an email

Financial Advisor Placement Services

978-312-1656

Hours

Monday - Friday: 8am - 5pm

Saturday: 8am-5pm

Sunday: 9am-5pm

Phone: 978-312-1656

Cell/Text: 978.973-7577

Email: faplacementservices@comcast.net

Financial Advisor Placement Services

Placing Financial Advisors with The Best Broker Dealers and RIAs Nationwide

Financial Advisor Placement Services

Services

Comprehensive Approach

Committed to Service

Our Team

Shawn K. Smith

Contact Us

Get Started Today

Financial Advisor Placement Services

Hours