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

The Cost of Procrastination

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

You Would Rather Be...

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

Systematic Withdrawals in Retirement

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

 

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

How Financial Advisors Are Compensated

Read this overview to learn how financial advisors are compensated.

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

View all articles arrow

Should I Pay Off Debt or Invest?

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

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.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Estimate Your RMD

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

View all calculators arrow

5 Smart Investing Principles

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

Investment Strategies for Retirement

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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.

Long-Term-Care Protection Strategies

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

View all presentations arrow

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Ready for Retirement?

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

The Business Cycle

How will you weather the ups and downs of the business cycle?

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

View all videos arrow