Trusted Visions Placement & Consulting was founded in 2019 after serving in the financial services industry for nearly 20 years. Based out of Dallas, Texas we have worked with 1000's of advisors, RIA's, OSJ's and broker-dealer professionals throughout our career. We offer unique options for those looking to go independent, start their own RIA, or be fee-only. We strive to exceed your expectations and understand the importance of your next broker-dealer partner.
Services offered by Trusted Visions:
- Financial Advisor broker-dealer placement
- OSJ recruiting
- Consulting services to recruiting OSJ's, broker-dealer leadership, financial professionals, or unique service organizations.
- Placement services for financial professionals
- Mergers and acquisition
Please contact us today at 214-513-9305 or info@trustedvisions.com
Visit our website for the latest blog topics in the industry or more information about our process for finding the best possible broker-dealer option for you, your clients, and your family.
Company Details
- Employees
- 2
- Founded
- -
- Address
- Magnolia, Texas 77355, Us
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- trustedvisions.com
- Keywords
- Financial Services, Recruiting, Consulting.
- HQ
- Magnolia, Texas
Trusted Visions Placement & Consulting Questions
Trusted Visions Placement & Consulting's website is trustedvisions.com
Trusted Visions Placement & Consulting's LinkedIn profile is https://www.linkedin.com/company/trusted-visions-placement-consulting
Trusted Visions Placement & Consulting has
2 employees.
View email and phone details for 2
employees at Trusted Visions Placement & Consulting.
Trusted Visions Placement & Consulting's industry is
Financial Services
Trusted Visions Placement & Consulting's top competitors are
Bd Operations, Llc,
Ceg Worldwide Llc,
Hightower Omaha,
Prospera Financial,
Jfc Advisor Network,
Connetic Ventures,
Private Advisor Group,
Evolution Financial Advisors,
Carson Wealth,
Bridgemark Strategies.
Trusted Visions Placement & Consulting's categories are Financial Services
Trusted Visions Placement & Consulting's founding year is 2019
