Broker Check

(800) 617-0431
 

Set Yourself Free Put Clients First Leverage Our Strength Be Part of a Successful Group
Set Yourself FreePut Clients FirstOwn Your Own BookLeverage Our StrengthBe Part of a Successful Group Richard Dragotta

Go Independent, But Don’t Go It Alone

Advocacy, a bigger voice, power in numbers, economies of scale, the leverage to your bottom line. Going independent doesn’t mean you have to go it alone. Many advisors find it easier to run their own business as part of an established network while enjoying true independence. Many Financial Advisors new to the independent model seek complete professional administrative /operational support and office infrastructure . As one of the largest LPL Financial offices in the country, we provide ongoing support on key compliance, back-office, and supervisory issues that would otherwise interfere with the advisor’s business. By sharing the knowledge of those who’ve already made their move, your transition and our dedicated process makes your transition smooth and efficient allowing less downtime for you and your clients.

An established branch may provide the perfect combination of autonomy, support and net profitability

What Advisors are Saying

Customer Photo 

"Being independent allows us the flexibility and freedom to manage our business. Being part of the INC Advisor network, offers independence while leveraging economies of scale and infrastructure for maximum profitability."

Louis J D’Angelis, D’Angelis Wealth Management

Helpful Content

Insurance Needs Assessment: For Empty Nesters and Retirees

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

Countdown to College

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

The Great Debate Continues: Active vs. Passive

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

 

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

Financial Strategies in a Post-DOMA World

The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

View all articles arrow

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

View all calculators arrow

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

View all presentations arrow

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

View all videos arrow