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Join the Revolution!
To be contacted by a member of the Founders Financial team to learn more about or to be considered for membership, please complete the information request form. Click here.
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If you are interested in breaking free from the constraints of contractual limitations and want to revolutionize your business into a model that represents you and your professional interests, it's time to join Founders Financial. Here, you'll receive the leadership to transform your practice into a focused and strategic enterprise.
Should you join us, our professional transition team will help you every step of the way. They'll help guide you through the transfer process, providing you with the tools and direction necessary to ensure a smooth and trouble-free transition. Here's just a glimpse at the typical transition timeline. You can find complete details of the transition process in the Founders Financial Transition Guide.
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1-2 Days
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U-4 to FINRA
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1-5 Days
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FINRA approval; Founders Financial Welcome Kit
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1-10 Days
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Insurance appointments processed
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30-90 Days
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Existing clients transferred
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If you're ready to experience the rewards of true independence, we'd like to begin building a relationship with you. For more information about Founders Financial, please complete the form below. You will be contacted by someone from the Founders Financial team. We look forward to the opportunity to meet and illustrate what makes Founders Financial the perfect partner for independent financial advisors.
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