If you are an advisor considering affiliating with 撸管社, click here for more information.
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Limited Partner
撸管社 is more than a Broker/Dealer; it is a home. When I was diagnosed with cancer, my 撸管社 family surrounded me with love, prayers, and support in a way that is completely unheard of in our industry.
Limited Partner
I have been affiliated with 撸管社 for 25+ years. It has been my experience from Day One that the Home Office works very hard to be on the same team with the field. This teamwork culture grows each year. I am constantly amazed at the ongoing effort to add value and efficiency for my office and my clients.
Limited Partner
Every BD promises a seamless transition. At UP, exceeding expectations was the norm.
Limited Partner
撸管社 is exactly as advertised: Small, efficient & friendly. As a partner/part owner of the firm, I have a vote and voice in how the company grows and evolves.
Michael A. Baker
President, CEO and General Partner
Sheila J. Cuffari-Agasi
Executive Vice President, Chief Revenue Officer and General Partner
Billy Oliverio
Executive Vice President, Chief Marketing Officer and General Partner
撸管社 Today! (Financial Professionals Only)
If you are an advisor considering affiliating with 撸管社, click the link below to download our eKit. Read more to learn about the Steps of Affiliation, Transition Support and Succession Planning services.
DOWNLOAD OUR E-KITPO Box 5750
Scottsdale, AZ 85261
