Broker dealer services corp
Do you control your independence? When you became a financial advisor, what you dreamed about was to be your own boss, to run your business your way, to be in charge of your own success.
What you didn't dream about was DOL Regulations, compliance, processing and paperwork! What you need is a strong stable partner who acts like your wingman. Focus on what you do best Our investment executives are located across the country.
We offer a full range of investment and insurance products to fit the ever-changing needs of financial advisor and broker dealer services corp clients. I started in the investment industry over 30 years ago first doing portfolio accounting for a Registered Investment Adviser, then serving as Compliance Officer and ultimately as a Relationship Manager for public fund and high net-worth clients.
I remember the President of that firm telling me at age 21 that I had two problems, 1 I was young; 2 I was inexperienced. Looking back, what college and my first boss did not teach me was the value of relationships.
He reminded all of us to never burn a bridge, because one never knows when the seeds sown will reap benefits in the future. I saw a solid foundation and culture where every advisor, every client and every employee matters. Our Leadership Team consists of a Board of Directors, Senior and Department Managers, which each bring their own unique talents and expertise with extraordinary vision.
We take pride in providing concierge-level service through our Advisor Relations support team of dedicated Relationship Managers, our Transition and Training and broker dealer services corp experienced Operations and Compliance professionals that serve as advocates for each advisor.
Simply stated, we are committed to impacting every financial advisor's business by serving as a value added partner. Our Culture BDFS is an independent broker-dealer for financial professionals dedicated to offering unbiased investment advice to clients.
We are fully devoted to our four core values: We believe a firm's culture influences its reputation. We think you can take a hard look at a firm's stated mission and values and compare that to how the firm's management and staff engage with advisors and manage broker dealer services corp activity.
Since broker dealer services corp beginning, our founder and all our firm's professionals have been committed to our set of core values that broker dealer services corp everything we do.
We have spent the last few decades consciously building a structure to ensure continued success. The firm has three majority owners and is an ESOP company.
In terms of due diligence, we have long mastered offering a broad product footprint with thorough due diligence based on our view that quality and choice are equally important. Our Hybrid model offers financial advisors a broad range of products and services that can strengthen and solidify client relationships. Your business is important to us! Please contact us at or joinus bdfs. With the trend of financial advisors moving their business to fee-based and the concern about the DOL Fiduciary Rule limiting compensation on financial products and services, the question is coming up more than ever.
Click Here read the rest of the article. Read about our multiple channels that make it easy to do business YOUR way. This matrix will provide you with a brief description, payouts, research, compliance and much more.
Please contact us to learn broker dealer services corp at or broker dealer services corp us. We welcome you to continue exploring the benefits of being affiliated with Broker Dealer Financial Services Corp. A few of broker dealer services corp things that make us different are: Client-focus Service driven culture Open architecture, flexibility and specialty solutions Access to leadership team Financial stability and strength Wall Street muscle with the personal touch of a family-feel broker dealer services corp partner To learn more about our organizational structure and entities providing specialty services, please click below: Bankers Financial Services LLC Market Index Certificate Svcs We are committed to providing our financial advisors with an exceptional partnership to ensure they have the support and resources needed to assist their clients in achieving their financial goals.
Broker Dealer Financial Services Corp. Advisory services offered through Investment Advisors Corp. Leadership from the President Do you control your independence? Our core competencies include: Client-focus Service driven culture Open architecture, flexibility and specialty solutions Access to leadership team Financial stability and strength Wall Street muscle with the personal touch of a family-feel business partner.
We are committed to providing our financial advisors with an exceptional partnership to ensure they have the support and resources needed to assist their clients in achieving their financial goals.