ProEquities is an Independent RIA with a broker/dealer that offers carefully selected advisor tools for client satisfaction without the constraints and bureaucracy of a huge firm.
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As a leader in the country for trusted solutions among independent broker/dealers, ProEquities gives our advisors the chance to broaden their offerings and knowledge base.
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Integrity, objectivity, and character are at the heart of our culture. ProEquities is a close-knit, family-oriented organization with deep ties to the communities we serve.
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No matter where you are in your business journey, ProEquities is committed to providing the tools and talent you need to achieve your vision.
Building Your Brand
ProEquities knows just what to do to help you make headway and develop a plan that can be executed going forward.
Making the Transition
Your transition process will be unique to you and your business model.
When your clients are your first priority, choosing the right broker/dealer is one of the most important decisions your business can make. ProEquities completely surrounds its client solutions with personalized service to help you feel fully supported while you focus on your clients.
We’re also a nimble and approachable company. With more than 30 years in business, we’ve challenged our processes – while keeping the human touch. Relationships are the cornerstone of the financial business. That’s why we have refined our procedures and offerings to make your transition as easy as possible while giving you the freedom to serve your customers.