Why Join VisionPoint
We consult with advisors to impact the critical things needed to make a transformative breakthrough in their business.
The process begins with contacting our Managing Director of Advisor Network, Matt Rossiter [email protected] or 214.415.9957
Many financial advisors long for the freedom and increased payouts of being independent. However, the prospect of running a business from the ground up can be daunting. We can provide the infrastructure, resources and support necessary to allow financial advisors to focus on their core competency – advising their clients.
Our independence is supported by LPL Financial, the nation’s largest independent Broker/Dealer*. LPL provides a comprehensive array of tools and resources to independent financial advisors, enabling them to provide financial guidance to their clients.
Since this partnership with LPL Financial, our firm has grown substantially with advisors making the decision to enhance their practice as a premier advisor which has given them the independence as a business owner to choose and manage their client’s needs.
Some of the benefits you will gain from joining VisionPoint’s RIA are:
- Discretionary Trading
- Investment Management Options
- VPAG Investment Management system (DOL process in place)
- External third party management
- Advisor directed investment management
- Own location or branding or Using established VisionPoint branding
- Strategic Relationships
- Third Party Administration(TPA) - Finway Group
- Montgomery Coscia Greilich LLC (MCG) and McGowen Hurst Clark & Smith, P.C. (MHSC)
- Holmes Murphey & Associates (HMA)
- Access to multiple RIA custodians including, Schwab, TIAA CREFF, Pentegra, Bankers Trust and First National Bank
As reported by Financial Planning magazine, June 1996-2016, based on total revenue.