David holds Series 3, 7, 24, 63 and 65 Securities licenses as well as Life, Accident, Health, Property & Casualty, Long-Term Care/Medicare Supplemental and CLTC credentials.
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What Advisors are asking AdvisorMoves
No. Our compensation is contractually controlled with the new financial firm you choose. The advantage of using AdvisorMoves is that we have decades of experience in negotiating with BD’s/Financial Institutions concerning contractual provision i.e payout packages, transition packages and growth packages.
Dependent on production and business mix typical W – 2 compensation is between 40% – 60% and 1099 is between 80% – 95%.
Yes. Many advisors looking to sell now and work for a few more years often find our strategies very helpful in achieving their goal.
It depends on your contract. Sometime we can negotiate more upfront money than is needed to pay off my existing note. Other times there are other solutions that AdvisorMoves are aware of that may work for your particular situation.
Typically the second site must have $500K in T-12 annual revenues plus $50MM AUM.