A Transition and On-Boarding Ecosystem Like No Other
We have successfully transitioned hundreds of successful advisors in a quick, efficient manner allowing them to focus on communicating with their clients and stay dedicated to growing their business. Our committed, passionate team is comprised of experienced, long-tenured professionals who customize your practice’s transition based on your firm’s needs. Whether you are joining PAG from another independent broker-dealer or a wirehouse firm, our knowledge of the regulations, risks, and potential mishaps will give you confidence that your treasured practice will be moved quickly and efficiently with minimal disruption.
Simply put, our transitions services will exceed your expectations.
The onboarding and transition process will vary greatly depending upon where you are joining from and what affiliation model you have selected as the right one for you. Your dedicated PAG transition specialist will map out the course that fits your unique needs.