Founder Financial Alliance
Ready to begin your transition towards becoming an independent advisor?
Here at Founders Financial Alliance, our professional team of transition specialists will be with you every step of the way - before, during, and after your move.
Our Services for Independent Advisors
Transition Support
- Sophisticated Transition Team
- Marketing and Branding Support
- On-site Transition Assistance
Compliance Support
- Advisory Compliance Support
- Brokerage OSJ Compliance Support
- Audit Preparation
Office Setup
- High quality office space
- Furnished Office
- Sophisticated Technology Suite
Other Services
- Technology Installation & Continued Support
- CRM Software
- Dedicated 360 Service Team
- Training and Coaching
Interested in making the move? Contact Us today to learn more about our variety of affiliation options for advisors wishing to go independent.
