Investment Advisors

Investment Advisors:

As an investment advisor at PCMG, you have the exposure to a variety of different resources. Not only does PCMG offer investment services, but insurance and mortgage services as well. What this means is that as you begin to expand your client base, you will be able to offer them so much more than portfolio management, which in turn equals more dollars in your pocket. Most places do not offer this kind of variety so this is what helps to establish PCMG as a very unique place to work.

Now, although we are active in an array of financial services, you do not have to partake in all of them. You can simply choose to act as an investment advisor only, but the beauty of our company is that if you decide later on that you want to optimize your clientele, you are definitely able to do so here.

We offer the benefits of a traditional office:

• Seamless transition from your company to ours
• A dedicated team – and you’ll actually meet them!
• Variety of structure options
• Entrepreneurial spirit with job security
• Freedom, flexibility and control of your own future
• Electronic commission deposit
• Low ticket charges (Investment only)
• Sponsored E&O

And here’s how we’re different:

We offer a vertically integrated platform allowing you to:

• Drive significant additional revenue through our affiliates by offering optional services to your clients!
• Mortgages
• Insurance (Home, Auto, Business, Life, Disability, & Long-Term Care)

Add additional services which allow you to:

• Differentiate yourself from the crowd
• Grow and protect your business
• Add high value to your client relationships
• Solidify existing referral relationships and open new doors

We would love for you to join our team! If you decide that PCMG may be a fit for you, or you are interested in learning more, do not hesitate to give us a call at 317.774.9490 or shoot us an email!