Our independent advisor channel receives the following:

• Equity ownership opportunities.
• Extensive up-front bonus programs and potential back-end bonus plans to match your experience and book of business.
• Competitive payout rates up to 91% with deferred compensation potential.
• Leverage a respected national brand and proven turnkey marketing programs.
• Office branding assistance and the opportunity to choose your own location.
• Local and national support, including strong leaders and an extended group of specialists (some available at an additional cost).
• Peer-to-peer mentoring, award-winning learning and development opportunities, including CFP^®certification support.
• Access to financing for practice acquisition for qualified advisors.
• Succession planning resources.

Enjoy the financial rewards

Our compensation model is designed to reward advisors for the experience and level of practice they bring. We provide payouts that apply to clients regardless of asset level, because we understand client relationships extend far beyond their assets under management.

Compensation

Performance-based payout rates range from 72% to 91% of Gross Dealer Concession (GDC). Initial fixed payouts for a guaranteed term are based on multiple factors. Additional compensation and bonus opportunities may be available.