Capitol Wealth Advisors/Primevest

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Oct 5, 2006 11:13 am

Has anyone worked for this company or are your working there now?  I am curious about the opportunity for Financial Advisors there.  They work out of community banks.  Thanks.

Oct 5, 2006 11:41 am

My former bank program employer has PrimeVest...they are a part of ING and the technology isn't bad, but it's not nearly as good as what I have now (LPL).  Their fee-based program wasn't all that good when I was there either, but I don't know what's happened since I left over a year ago.

Oct 5, 2006 12:30 pm

Biggest reason I am looking at them is that I can keep my own book, then grow my book with a built in referral system.  They say they will write the contract so that it is clearly stated that you own your own book.  Seems a bit too good to be true.

Oct 5, 2006 1:29 pm

Above is a paid advertisement for someone needing a job who is currently looking for a book

Oct 5, 2006 4:14 pm

WealthAdvisor, you're useless.


V: Any of the Indy's and many of the Insurance b/d's will contractually state that you own you book of business.  You're definitely going to want to make sure that whichever b/d you choose has the platforms you'll need to help your clients as well as the technology to simplify processing for you.  Primevest is very insurance focused, and might be a very good fit for a broker who does a large amount of insurance.


It always pays to talk to some of the big boys: LPL, RJ, FiNet as well as insurance and regional b/d's if you're planning on making a move.  Spending some extra time on it now can save you a ton of trouble down the road.


Good Luck!