- Nobody serves the hybrid market better than we do. A pretty bold statement to be sure, but we’ve had the opportunity to perfect our hybrid offering over the span of the past two decades.
- Over 65% of our producing registered representatives are dually registered with an RIA. Most of our dual registrants complement their fee-based business with a commission-based offering involving general securities, mutual funds or insurance, giving their clients the best of all worlds.
- Unlike most broker/dealers, we don’t ask to participate in the fees your RIA generates.
- Our unique professional liability policy covers both your commission and fee-based activities, saving most advisors thousands of dollars in annual insurance premiums.
For more information, take a look at our different hybrid models