The Private Advisor Group
With heightened regulations and increased scrutiny of the financial services industry, compliance supervision is a mandatory component of running your own advisory practice today. Instead of spending my valuable time trying to self-supervise and paying the expensive fees associated with doing so, I let the professionals at Private Advisor Group do the heavy lifting so I can focus on my business.
The Private Advisor Group’s extensive team of full-time compliance and operations staff members are experienced, efficient and friendly — making this the greatest outsourced resource for my firm.
By joining Private Advisor Group, I am able to dedicate an additional 10–20 hours a week on average to either servicing my clients or prospecting for new ones.
Private Advisor Group’s goal is to provide advisors with the intimate, personal service they expect and deserve. They understand the importance of knowing my firm, my business and my staff members. They are small enough to provide me with white-glove service and large enough to provide me with the scale I need. Since I’ve joined Private Advisor Group, I have had the comfort of knowing that exceptional service is always just a phone call away.
Private Advisor Group works closely with LPL Financial to advocate on behalf of their network of advisors. By leveraging a top-rated broker-dealer, they can focus on the Private Advisor Group value proposition of providing exceptional service, impeccable compliance oversight and creative solutions for their advisors.
Private Advisor Group gives me the freedom to choose other custodians rather than just LPL Financial. Custodians that they have relationships with include:
Private Advisor Group is geared toward successful independent advisors who want to leverage a reputable and proven infrastructure to allow them more time to focus on their business.
For more information about Private advisor group, visit http://privateadvisorgroup.com/