1. You get your questions answered quickly. We don’t have multiple layers of management that have to review your question before it is answered. Robert, Brittany, Debra, or our other staff members are always available
2. Your payout, net to you, is the highest that our research has found. Don’t be fooled by a high percentage payout touted by some firms. Ask for details on the monthly, renewal, and any other fees charged back to you. We hear of fees as much as $2,500 per month. Some firms even charge for supervision and compliance meetings. For production of $50,000 per year, our payout is 85%. Above $500,000 the payout is 90%. We charge for E&O Insurance (currently $60 per month) and your registration fees (every fall) – that’s all.
3. You will have a great list of mutual funds and variable annuities in which to choose. If you want a company we don’t have – we’ll get it!
4.You will have a great clearing company and will get accurate trade executions.
5. You won’t have mindless bureaucrats that pester you with endless requests for meaningless information. Our CEO is a producing Rep who understands what you go through every day.
6. You will be working for a well-respected company whose CEO, Robert Keenan, has served on the Board of Governors of FINRA and is currently on FINRA’s enforcement appeals council.