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

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.

How to Make the Tax Code Work for You

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

Exit Strategies of the Rich and Famous

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

 

Getting a Head Start on College Savings

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

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Keeping Summer Safe: Pool and Spa Safety Tips

Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

View all articles arrow

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Should I Buy or Lease an Auto?

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

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Disability Income

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

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

View all calculators arrow

An Inside Look at Retirement Living

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

Long-Term-Care Protection Strategies

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

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

Protecting Those Who Matter Most

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

5 Smart Investing Principles

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

View all presentations arrow

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Inflation and Your Portfolio

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

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

View all videos arrow