Yes, you can ...
- Run your practice your way and keep more of the revenue you generate.
- Offer your clients the highest level of service with the freedom to choose any investment options that are right for them.
- Establish your office anywhere, or enjoy hassle-free independence with our turnkey office solution.
- Enjoy all the resources and support of the big wire houses without the restrictions.
Yes, you can ...
- Run your practice your way and keep more of the revenue you generate.
- Offer your clients the highest level of service with the freedom to choose any investment options that are right for them.
- Establish your office anywhere, or enjoy hassle-free independence with our turnkey office solution.
- Enjoy all the resources and support of the big wire houses without the restrictions.
We created TD Advisor Services to help fellow advisors enjoy the freedom and success we realized from independence. Let’s talk about how our plan and support services can help you. Our team will guide you through each step.
Isn’t your future worth a conversation?
If you’d like to learn more about independence with LPL Financial and TD Advisor Services, we’d love to speak with you. We encourage you to know your options, get your questions answered, and consider your future at your own pace. We also understand the need for discretion and confidentiality, so we’d even be happy to sign a non-disclosure agreement if that would make you feel more comfortable.
Please contact Casey Fitzpatrick at (559)495-9061 or [email protected] for more information.
Our team helps you with each step for a smooth transition.
1. Become an independent advisor with LPL Financial
2. Make TD Advisor Services your advocate as your OSJ
With TD Advisor Services (TDAS) as your Office of Supervisory Jurisdiction (OSJ), you’ll get a lot more than a required supervisor of record. You’ll get a close, personal advocate who knows you and is invested in your success. And, as one of LPL’s top 20 OSJs, we can add considerable value to your LPL affiliation.
3. Practice at your own location or enjoy our turnkey office solution
Take it from the advisors we serve ...
life-changing independence can be easier than you think.
When making the decision to move away from the wirehouses after 19 years, I considered how every viable option would affect my book of business. After two years and many arduous meetings, Thiesen Dueker continued to rise to the top.
I was able to put my name brand on my practice and gain tax efficiencies. And Thiesen Dueker gave me full support when moving over and beyond. They have checked every box. They have done it right and continue to innovate, adapt and invest in the needs of our team!
The office embraced my assistant and I in the learning process and through the struggles during Covid. Our business has grown 77%, and our client reach has exploded across the nation. The knowledge-base and camaraderie throughout the office is infectious. We are a family and we have each other’s backs!
Karl Preheim, Wealth Advisor
Thiesen Dueker gave me the platform to start my practice, and they support me every step of the way. They’ve helped me through challenges in a way the wire-houses never would. They care about me as a person and have the resources to help me succeed.
Another thing that’s hugely important to me is that they’ve got locations throughout California. I’m able to work out of any office to serve my clients in those areas. This has really expanded my reach and credibility as an independent practitioner.
Michael E. Muhareb
Muhareb Wealth Management
Upon making my decision to go independent from Merrill Lynch, my biggest concern was dealing with all the day-to-day minutiae of running a business. The turnkey environment that TD Advisor Services offers its affiliates allows perfect harmony between efficiency and empowerment.
The experience has allowed me to focus on my strategic value to my clients and allowed me to grow my client base and income.
The office vibe and camaraderie far surpass that of the two major wirehouses I worked at for over 11 years. If you are thinking of making a change, you would be crazy not to talk to TD Advisor Services and LPL.
Paul Sahota, Wealth Advisor
Since making the leap to independence, I’ve only had one regret – that I didn’t do it sooner! It has improved my business, and it has improved my life.
Patrick Milutinovich
LPL Financial Consultant
They got more from independence. Maybe it’s your turn.
If you’d like to learn more about independence with LPL Financial and TD Advisor Services, please contact Casey Fitzpatrick at (559)495-9061 or [email protected] for more information.
Just a few of the things you’ll enjoy if you take
advantage of our turnkey office solution
Staff lounges with amenities
Well-maintained office equipment
Client-appreciation events
Isn’t it time to learn more?
If you’d like to learn more about independence with LPL Financial and TD Advisor Services, please contact Casey Fitzpatrick at (559)495-9061 or [email protected] for more information.