Sharing your client information and financial status isn’t always easy for you. You have worked hard to earn the trust of your clients. They value your advice and knowledge. You want to make sure your clients are treated the same way you treat them—with respect and care. You want to make sure the advice they receive is well researched and fits their best interest.
What are my options?
1. Provide referrals of customers to us, and receive up to $100 compensation per referral.
2. Get licensed to be able to offer advice to clients, and then share commissions based on the commitment level you would like to participate in.
3. Get fully licensed and act as an advisor while having us as your support in the backfield.
Why should I choose PCMG?
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Securities America and its representatives do not provide tax advice; therefore it is important to coordinate with your tax advisor regarding your specific situation.