FirstPoint Partners

Recruiters

Contact Information:

FirstPoint Partners
990 Highland Drive, Suite 303
Solana Beach CA, 92075
855-241-6400
858-436-7790
www.findyourfirm.com

FirstPoint Partners is a boutique consulting and recruiting firm that serves financial advisors transitioning to and/or within an independent, hybrid or RIA business model. Founded in early 2011, the firm was created on the premise that in order for a financial advisor to consider a move, they should know the options available to them in the marketplace. FirstPoint Partners’ management team has more than 60 combined years of recruiting experience for industry leaders, such as LPL Financial and Merrill Lynch, and has worked with thousands of advisors. The firm’s consultative approach analyzes an advisor’s practice and needs and helps shape how their practice will look in the future. Advisors receive insider knowledge as to which platform is the best fit for them, deal negotiation and a shortened decision-making process which can save significant time and resources in the long-run.

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DUE DILIGENCE: Edward Jones Has an Edge at Training in an Industry that Stinks at it
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