CSG Recruiting is a search firm dedicated to the Financial Services sector on a national scale. We represent some of the premier firms in the industry.

Due to the turmoil in the market, we are seeing a migration of Financial Advisors from the wirehouses to an Independent Platform. We stand uniquely positioned to help bring those Advisors to your firm.

CSG Recruiting is a Strategic Partner of Myriad Advisor Solutions - Independent practice start-up simplified.

Evaluating Your Broker Dealer Options

Is it time for you to consider alternative Independent Platforms?

In addition to placing Financial Advisors, we also assist owners of Independent offices in evaluating their Broker/Dealer options. Some of the Broker/Dealers we represent offer payouts in the 90% to 100% range and transition packages of 60% to 100% of your trailing revenues.

In light of the current market conditions, many principals are looking to recapitalize their businesses and affiliate themselves with a more stable firm.

CSG Recruiting represents the premier Broker Dealer firms in the industry and can offer you non-biased comparisons to help select the best choice for you.

Cash infusion via 20% - 100% transition packages (based on TT)

Capital Structures, including stability

Products and Services

Evaluating Pay-Out percentages

State of the Art Technology

Support for you and your clients

Transition Teams (including IT, data migration and ways to streamline backroom operations)

No fees to you from CSG Recruiting (paid for by our Broker Dealer clients)

Whether you are an Independent Contractor or RIA; CSG professionals can help you find and evaluate your options.

For more information please contact:

Rick Lingren, Managing Director

CSG Recruiting

515-987-0242, extension 11

rlingren@csgrecruiting.com

Independent Firms