Working with Wells Fargo Advisors Financial Network, you can have the confidence that comes from knowing one of the leading wealth management companies in the region is on your side.
You will be supported by a full team of professionals who are truly committed to helping you accelerate the growth of your business.
We’ll work with you step-by-step to develop a plan based on your business mix, assets under management and professional goals.
Independence with Wells Fargo Advisors Financial Network means you can:
1. Build your own client-service model
2. Control your day-to-day operations
3. Create and foster your own culture
4. Design a legacy fit for your business, your family, and yourself
5. Serve your clients as you see fit
Why Join Now?
We are currently offering an aggressive transition package for qualified advisors who are ready to be independent. In addition, our turnkey practice reduces some of your typical out-of-pocket startup expenses as well as the time and effort required for a successful transition.
Our independent practice, along with a dedicated transition consultant, will work directly with you to guide you in establishing your business, moving your client accounts, and retaining your clients via a tried-and-true process.To start taking advantage of this opportunity to partner with Legacy Financial Partners, contact Ken Helman at (201) 880-6675 or firstname.lastname@example.org.
Legacy Financial Partners is an Affirmative Action and Equal Employment Opportunity Employer M/F/D/V. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Legacy Financial Partners is a separate entity from WFAFN.