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AdvisorSource℠

Your Bridge to Independence

Going Independent doesn’t mean you have to go it alone. AdvisorSource℠ is a full-service, turnkey outsourcing solution for existing financial advisors or financial advisors new to the independent model who seek complete professional administrative, operational support and office infrastructure.

Independence Without the Cost

AdvisorSource℠ provides ongoing support on key compliance, back-office and supervisory issues, leaving you more time to focus on serving your clients’ needs.

Our services can be tailored to your individual business plan and model, accommodating both the onsite and offsite advisor. When you partner with AdvisorSource℠ you gain access to and experienced staff of industry professionals that can provide all or a combination of business solutions.

Discover how AdvisorSource℠ can benefit you and your business:

Support Solutions

  • Dedicated one-on-one support during transition
  • Ongoing administrative services
  • Onsite back office processing and support
  • Local compliance and supervisory oversight
  • Physical branch office infrastructure
  • Flexible offsite support and sponsorship
  • Offsite commercial real estate search and negotiations
  • VOIP offsite telecommunication infrastructure virtual switchboard
  • Real time tasks collaboration and accountability software
  • Payroll services
  • Group health plan as an independent contractor

Experience

AdvisorSource℠ is offered through Integra Investment Service, LLC. Richard G. Dragotta, ChFC, CRPC, has more than 20 years of experience in the financial industry and has successfully provided administrative, operational, transition and sales support to hundreds of advisors throughout his career.

Access to experienced staff members accelerates your transition and learning curve, which in turns keeps your business running smoothly without missing a beat. Our staff of seasoned industry professionals are 100% committed to you, your clients and your business. Your success is our priority.

Low Cost

Maximize the fruits of your labor. As one of the larger branches of LPL Financial, our success and established infrastructure offers economies of scale. AdvisorSource℠ may potentially reduce your initial capital outlay by 75–100% in addition to helping reduce your ongoing operating expenses by 30–50% This allows you to maximize your net profitability.

Risk Management and Increased Productivity

We take the responsibility, accountability and implementation of compliance policies and procedures off your desk and put them on ours. This can reduce your time on processes and procedures and increase time spent in front of your clients and prospects.

Support  •  Independence  •  Advocacy

Download the AdvisorSource℠ brochure.

Choose the Right Partner for Your Growth and Success

Contact us to learn how we can help you reach your business growth goals by increasing client referrals and servicing, and boosting profit margins.