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

Inflation and Your Portfolio

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Immediate vs. Deferred Annuities

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

U.S. Personal Savings Rate

U.S. Personal Savings Rate

What can be learned from the savings rate?

 

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

How Financial Advisors Are Compensated

Read this overview to learn how financial advisors are compensated.

Social Media: #NewestBusinessLiabilityRisk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

View all articles arrow

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

View all calculators arrow

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Tax Management Strategies

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Strategies

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

View all presentations arrow

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

View all videos arrow