Our experience in the broker/dealer and registered representative industry provides us expert perspective and access to a vast network. We use this perspective to give our clients a 360° view of each opportunity we introduce to them and their firm.
View360° is our commitment to each of our clients. It represents the detailed approach required to help you make deeply informed decisions. We consider every detail that could make a difference. Whether it is culture, systems, technology, focus, compliance record, brand awareness, management, marketing support, advisory hybrid referrals and the highest payout structure possible - we provide you with a 360-degree view.
We don’t work for the firms we research, we work for you.
Recruiting Advisors for BDs, RIAs and OSJs
Facilitating Broker/Dealer Mergers and Acquisitions