ADVISOR PROFILE

1
Contact Information
Name
Please enter your cell number
Please enter your personal email
Which day(s) of the week are you most available
What time of the day are you most available
2
Current firm
Firm Name
Firm City and State
3
Preferred method of contact
Phone Call
Text Message
Email
LinkedIn
In Person Meeting
4
In which time frame do you see yourself changing broker-dealers?
0 - 3 Months
3 - 6 Months
6 - 12 Months
1 - 2 Years
2 or More Years
Depending on the Offer
Other
5
Do you have a book of business?
YESNO
6
Approximate production
0 - 50, 000
50,000 - 100,000
100,000 - 150,000
150,000 - 200,000
150,000 - 250,000
250,000 - 400,000
400,000 - 500,000
500,000 - 1 Million
1 Million +
No Book
Other
7
Explain Your Product Mix
8
Please list any securities licenses that you have
9
Please list any insurance licenses that you have
10
Which firm channel would you prefer to have a connection with
Independent
Employee
Bank/Credit Union
Insurance
CPA/Tax Professional
Joining an Existing Independent Team
11
What portion of your book of business is transferable?
12
Are you looking to sell your practice?MXT has connections across the country with those willing to make you an offer to you to purchase your practice.
Yes
No
13
Would you like assistance with evaluating your practice or with investment management?
14
If you were to make a move...Please choose one or more of the options below
Would you be open to a commission only role
Would a salary be required
Would you be open to a commission plus bonus opportunity
15
View MXT Independent Firm Connections
YESNO
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Independent Firm ConnectionsPlease choose one or more firms that would would be open to connecting with
Ameriprise Independent - A connection for advisors with 250,000+ in production
Ameriprise Employee - A connection for advisors with 250,000+ in production
Ameriprise Banking - A connection for advisors with 100,000+ in production.
Ameriprise Assoc. Fin. Advisor - A connection for advisors with 100,000+ in production.
Ameriprise Novice - A connection for newer advisors with or without a book of business and those with smaller books of business.
Ameriprise - Join an existing independent team - Receive a salary while assisting a team with a possibility to inherit a book of business.
Aegis Capital: Freedom to build your businesses in a branch office setting. A connection for Advisors with 100,000 in production. In Select States.
Cetera Financial Group: The Freedom to Be Independent; The Wisdom to Build Community. A connection for advisors with 100,000+ in production. In All States.
Founders: Built to serve as a partner and advocate for advisors. A connection for advisors with 75,000+ in production. In All States.
Fortis Lux: Tailored financial services designed to fulfill your needs and fit your goals. A connection for advisors with 150,000+ in production. In Select Cities.
Foster Klima: Seeking successful sales professionals who would like to run their own business. A connection for those with or without production. In Minnesota Only.
Gradient: We’ve built our dedicated investment team around seasoned investment professionals. A connection for advisors with 50,000+ in production. In All States.
Hightower: Join and become an owner of the firm. A connection for individuals with 1,000,000+ in production. In Select Cities.
Latitude Financial/GWN: Latitude/GWN welcomes securities licensed and new or experienced insurance agents. A connection for advisors with 75,000+ in production. In All States.
LPL: Well established infrastructure with traditional and hybrid models. A connection for advisor with 250,000 in production. In All States.
Prospera: We allow our advisors to call the shots and encourage their creativity and entrepreneurial thinking. A connection for advisors with 500,000+ in production. In All States.
Raymond James: Here every advisor has the freedom to grow their practice in the way that suits them best. A connection for advisors with 400,000+ in production. In All States.
Transamerica: They understand the value of looking ahead and adapting to an ever-changing landscape. A connection for advisor with100,000 in production. In All States.
Upstream Investment Partners: Privately owned, with an open architecture of platforms and products. A connection for advisors with 75,000 in production. In All States.
Wells Fargo: (FINET) For high producing financial advisors throughout the country. A connection for Advisors with 300,000+ in production. In All States.
17
View MXT Employee Firm Connections
YESNO
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Would you like to connect to any of the following firms?Please choose 1 or more firms that would would be open to connecting with
Ameriprise: Employee See how far you can take your practice with Ameriprise Financial. A connection for advisors with 200,000+ in Production. In Select States.
Janney: Privately owned. Boutique size and family feel. Stable. Entrepreneurial environment. A connection for advisors with 400,000+ in Production. In Select States.
Merrill Lynch: seeking new and experienced professional who are looking to maximize your potential. A connection for advisors with 100,000+ in production. In All States.
Wells Fargo: Start your career path with us and unlock the possibilities in store for your future. Aconnection for advisors with 300,000+ in production. In All States.
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View MXT Bank and/or Credit Union Connections
YESNO
20
Would you like to connect to any of the following firms?Please choose 1 or more firms that would would be open to connecting with
Ameriprise-Banking: See how far you can take your career with Ameriprise Banking Channel. A connection for advisors with 100,000+ in production. In Select Cities.
Cetera Financial Institutions: client-centric capabilities robust technology. A connection for advisors with 100,000+ in production. In Select Cities.
LPL: Well established firm with many platforms. Banks and credit Unions. A connection for advisors with 2000,000+ in production. In Select States.
Raymond James: Here every advisor has the freedom to grow their practice in the way that suits them best. A connection for advisors with 300,000+ in production. In Select Cities.
Wells Fargo: Start your career path with us and unlock the possibilities in store for your future. A connection for advisors with 250,000+ in production. In All States.
21
View MXT Insurance Agencies Connections
YESNO
22
Would you like to connect to any of the following agencies?Please choose 1 or more agencies that would would be open to connecting with
Allstate: A connection for insurance agents or those seeking to be a sales agent receiving a salary. You can also purchase a turnkey agency. MN and WI Only.
Transamerica: Offers a chance to get involved, to network, to grow your career, to put your skills to use. In All States.
First Protective: GWN is the broker/dealer. A connection for new and/or experienced insurance agents. In all States.
Fortis Lux: We are experts in various advanced insurance planning concepts including Premium Finance. In Select Cities.
MassMutual: A connection for insurance agents and investment advisors to grow. No book necessary. In All States.
State Farm: A connection for unlicensed agents or those with only life and health licenses to join. In All States.
Teachers Pension: Connect with the school district in your area to educate and offer products to the staff. Access to Leads and accelerated growth and support. In All States.
23
View MXT Insurance Connections for Tax Professional
YESNO
24
Would you like to connect to any of the following firms?
Latitude Financial/GWN: A connection for Tax Professionals to grow and offer client investments, insurance and more. In All States.
25
Products and assistance with Investment management
Varium: A professional investment management team working with high net clients that allows you the time to focus on clients. A connection for advisors with 100,000 + in Production. In All States.
26
View MXT RIA Platform Connections
YESNO
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Would you like to connect to any of the following firms?
Gradient: A connection for advisor with 50,000 to grow and assistance with starting your own RIA. In All States.
Latitude Financial: Information, coaching offered to those who join. In All States.
Prospera: A connection for advisors with 500,000+ in production. In All States.
Lido Advisors: A connection for advisors with 200,000 + in production. In All States.
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Please Add Any Information That You Would like to Mention - Such as What is Important to you and your needs or any obligations that you may have with your current firm?
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Small
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Ok
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If You Have a Resume, Please Submit it HerePlease submit your resume here if you have one.
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