We contacted 22,000+ advisors who had changed broker dealers in the past few years and asked them for their honest answers on the transition process. What they told us was powerful and illuminating. We've already integrated a lot of what they've said into our process and we encourage you to review our findings and determine how best you can leverage their collected experiences.
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3xEquity, LLC
4055 Lake Washington Blvd NE Ste 200, Kirkland, WA 98033