Many advisors go from wirehouse to independent practice with few resources in place – it’s a plunge into the great unknown in which experience and intuitiveness can only help keep advisors afloat. Many still find that even after being able to spread their wings in the independent advisory space, limited resources are a hinderance to their practice’s overall success.
Security Financial Management (SFM) prides itself in providing the best of both worlds for mid-career independent financial advisors who find they no longer enjoy working in a wirehouse but desire wirehouse-level support.
SFM welcomes opportunities to bring on mid to late career Florida financial advisors desiring to utilize the multifaceted resources of its firm including office space, equipment, transition support, marketing, compliance oversight along with case-specific, advance-level collaboration from seasoned veteran advisors.
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