Skip navigation

Capitol Wealth Advisors/Primevest

or Register to post new content in the forum

 

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Oct 5, 2006 3:13 pm

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 3:41 pm

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 4:30 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 5:29 pm

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

Oct 5, 2006 8:14 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!