Why Join Us?
We believe you, as an advisor, provide so much more value to your clients than simply investment advice. The organization you associate with should also provide more than just investment products. If you prefer more freedom to craft your practice, a culture of collaborate and supportive professionals and firm management that prefers to make things happen and who is in touch with client needs, speak with us.
The culture of a firm is extremely important. It affects how you are treated as an employee and how your clients are treated as they interact with team members. LMA has a family atmosphere and a culture where the advisors put their clients’ interest first and the firm treats advisors as its clients. It is often the smallest details that can make a big difference.
Cutting edge technology is a must for financial service firms today. At LMA, we provide a state-of-the-art, cloud-based technology platform with secure 24/7/365 access from any USA location.
Advisory and Brokerage
Being an “independent firm” we provide a complete open architecture platform, with access to the best-in-class advisory and wealth management products and services. We also have access to many of the largest custodians in the industry. As a dually registered broker/dealer, you have even greater flexibility to offer your clients varying structures of accounts and products to what is in their best interest.
We have developed a marketing program focused on helping you grow your AUM and a branding program giving you the ability to promote your services as you see fit. We have Advisor focused media capabilities: video email, multimedia conference facilities, content resources, video promotions, online meeting collaboration, various client meeting room styles and more is yet to come.
When the time is right, we have expertise to help you develop and fund a succession that meets your individual needs. We’ve done this before. We want you and your clients to have a smooth transition. You have the support of firm staff who know what they are doing.