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Trusted Visions Placement & Consulting
Working with successful financial advisors to find their next broker-dealer partner.
About Trusted Visions Placement & Consulting
Trusted Visions Placement & Consulting was founded in 2019 after serving in the financial services industry for nearly 20 years. Based out of Dallas, Texas we have worked with 1000's of advisors, RIA's, OSJ's and broker-dealer professionals throughout our career. We offer unique options for those looking to go independent, start their own RIA, or be fee-only. We strive to exceed your expectations and understand the importance of your next broker-dealer partner. Services offered by Trusted Visions: - Financial Advisor broker-dealer placement - OSJ recruiting - Consulting services to recruiting OSJ's, broker-dealer leadership, financial professionals, or unique service organizations. - Placement services for financial professionals - Mergers and acquisition Please contact us today at 214-513-9305 or info@trustedvisions.com Visit our website for the latest blog topics in the industry or more information about our process for finding the best possible broker-dealer option for you, your clients, and your family.
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