Legal Notices
David Hensley:
David holds Series 3, 7, 24, 63 and 65 Securities licenses as well as Life, Accident, Health, Property & Casualty, Long-Term Care/Medicare Supplemental and CLTC credentials.
Site Information:
The materials on this website are made available by Advisor Moves™, LLC for informational purposes only and do not constitute actual employment. The transmission and receipt of information contained on the website do not form or constitute a contract with Advisor Moves™, LLC.
The transmission of an e-mail request for information does not create contractual relationship and you should not send us via e-mail any confidential information or facts relating to your situations. Please use our secure socket to send specific data to Advisor Moves™ and our consultants.
Anyone receiving any part of the information on this Web site should not act upon the information without seeking professional legal counsel. The information on this website may not reflect the most current job offerings and should not be considered as an indication of future employment or affiliation.
Some links within the AdvisorMoves.com website may lead to other sites. The AdvisorMoves.com website does not incorporate any materials appearing in such linked sites by reference, and the firm does not necessarily sponsor, endorse or otherwise approve of such linked materials.
Corporate information:
Advisor Moves™ LLC is a Limited Liability Corporation under the laws of North Carolina (US) with registered office at 900 Hendersonville Road, STE 201-A, Asheville, North Carolina 28803, United States, and registered with the Secretary of State of the State of North Carolina with registration number 4424893.
F.A.Q.
What Advisors are asking AdvisorMoves
No. Our compensation is contractually controlled with the new financial firm you choose. The advantage of using AdvisorMoves is that we have decades of experience in negotiating with BD’s/Financial Institutions concerning contractual provision i.e payout packages, transition packages and growth packages.
Dependent on production and business mix typical W – 2 compensation is between 40% – 60% and 1099 is between 80% – 95%.
Yes. Many advisors looking to sell now and work for a few more years often find our strategies very helpful in achieving their goal.
It depends on your contract. Sometime we can negotiate more upfront money than is needed to pay off my existing note. Other times there are other solutions that AdvisorMoves are aware of that may work for your particular situation.
Typically the second site must have $500K in T-12 annual revenues plus $50MM AUM.