OnPointe Advisory and Financial Services, LLC - Legacy Marketing Group's affiliated Registered Investment Advisory - can point you, the independent financial services professional, and your clients toward financial freedom.
Insurance products can meet a variety, but not all, of your clients' financial needs. Unless you can expand your product offerings, you are limited in what guidance you can give clients and, as a result, risk losing potential future clients. By becoming an Investment Advisor Representative with OnPointe, you'll gain access to a multitude of investment options that can meet your clients' financial objectives.
It's time to stop losing clients to banks, wire houses, and Broker-Dealers and start building a stream of ongoing revenue.
Not securities licensed? OnPointe's turnkey program gets you licensed and advising in 60 days and trained on how to put together financial plans.
Already licensed? We'll work with you to transition your business. OnPointe's Advisor Team has been in the business for 20+ years and worked retail. They have been where you are going and can give you the mentoring you need to succeed.