BECOME AN ADVISORLOOKING FOR THE BEST FOR YOU AND YOUR CLIENTS?
LOOK NO FURTHER.
When you’re ready for the benefits of independence in an entrepreneurial yet supported environment, you’re ready to take that next step toward becoming a fully licensed advisor, or looking for a succession plan, Alia Wealth Partners may have a place for you. We have the dedicated support staff and robust technology backed by LPL Financial to help you expand your business and help your clients achieve their financial goals.
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LICENSED ADVISORS LOOKING TO OWN THEIR BOOK OF BUSINESS
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SEASONED ADVISORS CONSIDERING THEIR SUCCESSION PLAN
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FUTURE ADVISORS CURRENTLY WORKING IN THE INDUSTRY
THERE’S NO BETTER TIME TO MOVE OR START OUR BOOK OF BUSINESS.
LPL Financial, the largest independent broker-dealer in the U.S., supports its advisors with industry-leading technology solutions and marketing tools such as webinars, weekly market commentary and top research. Add to that Alia’s dedication to marketing, collateral and social media support and you will find yourself with a reenergized passion for helping clients.
Contribute to a forward-thinking team and premier brand
Work with other advisors in a supportive and problem-solving atmosphere
Improve your compensation, work schedule flexibility and quality of life
Offer a higher level of client service supported by dedicated professionals
Increase your ability to add value and help clients achieve their goals
“I was a licensed advisor working in research for a major financial institution when a networking opportunity led me to meet Steve Veesart. Veesart Financial was a six-year independent firm at the time and I joined Steve as an associate advisor, ultimately working my way up through his mentorship to partner. When Steve retired, I rebranded the firm to Alia, but I will always be grateful for the amazing opportunities joining another independent advisor afforded me.”
LINDSEY D. RHEA
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