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Join Us!

“Fun, easy and profitable!” - That’s our guiding principal that has helped us create and grow a successful and vibrant independent producer group.

There is no better time than right now to go independent and share a vision with like-minded financial advisors who are:

  • Passionate about serving the client first.
  • Entrepreneurial.
  • Focused on achieving greater levels of success in a team environment
  • Interested in developing new clients through referrals and marketing.
  • Producing at least $200,000 a year in fees and commissions and looking to grow.

We are a true producer group that helps our advisors increase their earning capacity today by providing:

  • Access to independent financial services and huge non-proprietary product assortment.
  • A team dedicated to efficient new business processing and revenue tracking.
  • The opportunity for you to specialize in working with only the type of clients you desire.
  • Joint work with other specialists to leverage your relationships and increase your income.
  • Structure and support for your practice to alleviate the “drama” of managing staff and day-to-day operations.
  • Offices with conference rooms.
  • Business development through continuous web, social media marketing, seminars and events.
  • State-of-the-art technology and resources of a top-ranked independent broker-dealer and RIA.
  • Professional development through education and coaching.

With the increasing time demands and costs associated with technology, compliance, and running an office, we can help you delegate these tasks to save you time and money while allowing you to focus on what you do best - creating and helping clients. By affiliating with Dynasty Advisors, you will have the support of one of the top branches in our broker-dealer network. 

What about your future? If you looking to retire or transition your practice, we can help you develop an exit strategy that will perpetuate the love and care for your clients while you monetize your practice and free more time for personal pursuits.

For successful advisors and their clients, affiliating with Dynasty Advisors can provide you with the best of all worlds. Call us today to discuss how we can help you grow and remain independent.