Capitol Wealth Advisors/Primevest
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.
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.
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.
Above is a paid advertisement for someone needing a job who is currently looking for a book
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.