Curious about moving to a new broker-dealer?​

to a new broker-dealer?

You could spend hours tracking down options, arranging demos, and guessing at your worth OR you can let the team at 3xEquity secure multiple offers from top BDs, streamline introductions and meetings, and negotiate the best possible transition package…all at no cost to you.

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You could spend hours tracking down options, arranging demos, and guessing at your worth OR you can let the team at 3xEquity.

Our Advantages:

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Ready to control the conversation?

Let's get your custom offers.

QuickStart Form

Getting started is easy and
your information is 100% confidential.

Our simplified intake form takes less than 30 seconds to get started

You'll receive 3-4 custom offers in just a matter of days

All of our services are provided free to financial advisors.

You dictate the pace.

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Transition packages from top regional and national broker-dealers like LPL, Ameriprise, Wells Fargo, RBC, Cetera, Dynasty, UBS, and more.