Part of true independence with Sovereign means that we will continue to offer our advisors more options that fit your business. We believe that regardless of the type of advisor, it's up to us to provide the right infrastructure in order for you to succeed.
When you select the model that best fits your practice, know that whatever path you choose, you can rely on us to deliver flexible, holistic support that works for you today and as your business grows.
"Working with the right broker-dealer makes all the difference."
Four of Our Key Beliefs and Goals at Sovereign:
1. Provide you with the best support in the industry.
(An absolute must for our CEO(or heads roll))
2. Be Ultra responsive. Be there when you need us.
(This needed to be done yesterday work mentality)
3. Provide direction, if needed, for you to make any and all of your decisions.
(We hate confusion and uncertainty)
4. Contribute to your ability to create a better work and home life balance.
(What else are we doing this for)
Compliance and Admin Support
Our compliance and administrative team at Sovereign are knowledgeable, experienced, and always respond to questions and inquiries quickly so that you can spend more time focusing on your clients and the success of your business instead of being held up waiting for answers. Go to work with the peace of mind that our compliance and administrative teams are working hard to provide you with the best possible support so that you can focus on running your business.
Independent But Never Alone.
Protect Your Business and Your Legacy
We can help provide you with insight as to what your business is worth. Then assist you in the transition of your business according to your timing.
All with the goal of doing this with as minimum disruption as possible. A good plan can help you get the most out of your business.
Let's do something amazing together.
Complete this form and a member of our recruitment team will reach out to you within the hour.