- Advertising Agency
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- Strategic Wealth Advisory Group
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- Generation X, Y, and Who
Advisory Department Store
THE Financial Services NETWORK’s Advisory Services helps growth-minded advisors service sophisticated clients with complex needs. Our flexible advisory services platforms which include multiple custodial partners allow advisors to grow their fee-based business based on how they’ve chosen to build their business model.
Our multi-faceted offering allows advisors to
- Affiliate with the broker dealer Corporate RIA as an Investment Advisor Representative
- Establish their own independent RIA
- Affiliate with THE NETWORK’s RIA, Strategic Wealth Advisors Group
THE NETWORK’s Advisory Services
Just like the clients you work with, each advisor’s business is unique. That’s why we take an advisor-focused, holistic approach to supporting fee-based business. We offer access to a wide range of fee-based investment solutions to meet advisors’ varying needs.
- Turn key web-based brokerage program that provides advisors with the tools to efficiently manage portfolios using equities, mutual funds, ETFs and fixed income securities.
- Separate account platforms that offers access to a broad universe of proven investment managers.
- Third Party Money Managers for those advisors who want to focus on managing client relationships and outsource the responsibility of ongoing portfolio management
- Third Party Custodial relationships such as Schwab Institutional for advisors that would like to take a more specialized approach to managing portfolios
We offer unparalleled consultative and operational support to offer customized solutions for your business. Leverage us, so that you can do what you love - advise clients and attract assets. If you have questions please reach out to our Director of Advisory Services, Dru Ashcraft, at
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.