Broker Check

Addison Office

14677 Midway Road

Suite 120
Addison, TX 75001

Future Advisors

Client Centered

We are looking for a few likeminded, client focused Advisors, Planners, Attorneys and or CPAs that are looking to be independent and grow their career and client wealth.  We offer a multitude of back office support, technology, compliance, and investments strategies.

We leverage our partnerships with TD Ameritrade Institutional, Envestnet MoneyGuide (MoneyGuidePro), and Advyzon to name a few.

  • CRM
  • Document Management
  • Client Portal
  • Financial Planning Software
  • In-house Investment Strategies and Management
  • SAE, UMAX, TAMPS,
  • TD Trading Platform (thinkpipes)
  • Retirement Plan Solutions
  • Compliance
  • Research
  • Billing

To discuss opportunities to assist you in growing your career and working with others that are solely focused on doing what’s best for their clients contact Rob Aikey.

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