Firstpoint Partners

Description

• FirstPoint Partners is a boutique consulting and recruiting firm that serves financial advisors transitioning to and/or within an independent, hybrid or RIA business model. Founded in early 2011, the firm was created on the premise that in order for a financial advisor to consider a move, they should know the options available to them in the marketplace. FirstPoint Partners management team has more than 40 combined years of recruiting experience for industry leaders, such as LPL Financial and Merrill Lynch, and has worked with thousands of advisors. The firms consultative approach analyzes an advisors practice and needs and helps shape how their practice will look in the future. Advisors receive insider knowledge as to which platform is the best fit for them, deal negotiation and a shortened decision-making process which can save significant time and resources in the long-run. For more information, please visit www.FindYourFirm.com.Making the right broker/dealer choice is complicated, confusing and time-consuming yet its a crucial decision that over a 10-year span can have an impact of $1 million or more to a $500k producing advisor. Only one in 10 advisors really knows what to ask when comparing broker/dealers. The firm asks the tough questions advisors might not even have on their radar. FirstPoint Partners can help advisors navigate through the myriad of choices.
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  Headquarters:990 Highland Drive Suite 303, Solana Beach, California, United States

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  Phone Number: +1 855-241-6400

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  Website: https://www.findyourfirm.com

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  Employees:1

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  Revenue:$0 - 1M

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  Legal Name:Firstpoint Partners

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• |  NAICS Code: 541611  |

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