Relationships Matter Most to Us
For us, relationships are what matter most. So we work hard to earn and keep your trust and partnership and strengthen that relationship by working hard and sharing your vision for growth, success, and personal achievement.
We Share Your Values
You work hard and you care about honesty, integrity and character. You should work with a partner who lives by these values. We may not be the right fit for every advisor, but for the right advisor, we’re the perfect fit.
We Make Transitioning Simple
We strive to make the transition process as seamless as possible for you and your business. Our preparation typically begins 30 days prior to the date of joining ProEquities when our dedicated support team assesses your specific situation and prepares you for the transition process that best fits your organization. Throughout the process, we work closely with you and your support staff to complete the transition as efficiently as possible.
Succeeding for Over 25 Years
We have a great track record here at ProEquities. Over the years, we have refined just about every aspect of our business to continually improve, grow, and get better. Through it all, we maintain a strict adherence to our core values.
There are so many reasons why ProEquities can be a great fit for you and your business – from our vast array of products to our commitment to provide advisors and their clients with the highest levels of service possible. Whatever the reason, we’d like to share your vision and help grow your business with you. We have the talent, tools, and technologies to make your dreams a reality.
*Average annual retention rate of 97% for each of the last 10 years for advisors with a minimum GDC of $150k through 4Q16.