ADVISORTRENDS
how we help advisors Make A Successful Transition During Uncertain Times
With 94% of assets moved in under 40 days and $100 million in AUM growth post-move, Jason Lambert’s move during the height of the pandemic was a case study in how to make a successful move (even under the best of conditions). Watch our interview with Jason to learn more or click to get started on securing your own offers and finding your best fit.
Why Choose 3xEquity To Help with your transition
MULTIPLE OFFERS
Receive your best offers and then take the action that makes the most sense for you.
You control the conversation.
TOP FIRMS
We work with over 200 firms, including the biggest names you and your clients trust, to find your best fit.
YOU PAY NOTHING
Our experience and expertise is provided at no cost to you – period. Your new BD pays us to help you transition smarter.
Curious to learn more about transitioning
or growing your practice?
CONTACT US
- 3xEquity, LLC
-
4055 Lake Washington Blvd NE Ste 200,
Kirkland, WA 98033 - 855-491-2910
© 2022 3xEquity, LLC. All rights reserved
Transition packages from top regional and national broker-dealers like LPL, Ameriprise, Wells Fargo, RBC, Cetera, Dynasty, UBS, and more.