We are actively looking for advisors to join us. Are you close to retiring and looking for a succession plan? Or are you an advisor looking to grow your fee based book of business? We offer a turnkey, proven method to assist you.
Please watch this two minute video to hear about John Lee’s experience moving to LPL Financial and Bourke Wealth Management.
If you’re looking toward retirement, LPL Financial and Bourke Wealth Management offer:
- An opportunity for you to realize the benefit of the effort you’ve devoted to building your business. It’s likely that we can offer a significantly greater buyout than what you currently have. We can help make the transition simple and seamless.
- You’ll know that your clients will be cared for in a professional, caring manner.
- Your staff can be included as part of our agreement.
- We are flexible in structuring transactions.
- There may be a tax advantage to our succession strategy versus your current option. Check with your tax professional.
Some facts about LPL Financial:
- 5thlargest brokerage firm and the largest independent brokerage firm in the country.
- Advisory and Brokerage assets over $560B.
- Supports over 14,000 financial advisors and 700 financial institutions.
- Excellent Private Client Group for assistance with households of $5,000,000 and up.
- Outstanding support from over 3,000+ back office staff.
- No proprietary products. No inventory of stocks or bonds. No investment banking.
- LPL Financial has helped thousands of advisors make this transition. We can help you.
Some facts about Bourke Wealth Management:
- Turn-key onboarding. Simplicity and ease for you are the top priority for us. Our team will help move your business to give you a smooth landing.
- High profile and visibility in the Santa Barbara community.
- Fee based. We can support you in your fee based business, or assist you in making the transition to a fee based business, perhaps even increasing the value of your business.
- Kevin Bourke has over 30 years’ experience as a financial advisor and can provide a solid base of knowledge and experience to assist you as you make this move.
If you’d like to know more, call or email us to schedule a confidential appointment.
LPL Financial is ranked 5th in number of registered representatives among leading Broker/Dealers (Based on publicly filed information as of December 31, 2017).
As reported by Financial Planning magazine, June 1996-2017, based on total revenue.
Advisory services are offered through LPL Financial, a registered investment advisor.