Join Our Powerful Network
Many advisors find it easier to go independent as part of an established firm. You are able to enjoy independence while benefiting from logistical support, lower startup costs, shared overhead and other economies of scale. By sharing the knowledge of those who’ve already made their move, your transition can be smooth and efficient.
The Flagship Harbor Advisors Network provides affiliated advisors with the tools, training, and support they seek in offering professional advice, high quality service, and non-proprietary products and services to their clients.
Best of all, through the Flagship Harbor Advisors Network you can brand your business your way while retaining full access to the resources and support our network provides you and your clients.
What is the Flagship Harbor Advisors Network?
Flagship Harbor Advisors is an independent Registered Investment Advisory (RIA) firm. We developed the Flagship Harbor Advisors Network to provide industry-leading support and economies of scale to independent advisors through an environment and culture that we believe leads to mutual success.
David Kaufman, CEO and Founder of the Flagship Harbor Advisors Network brings a rich history and strong reputation for helping financial advisors establish and grow thriving financial planning and investment advisory practices. For more than three decades David has earned a reputation within the industry for the friendly, open and accessible leadership style he brings to training and coaching advisors and teams.
The Financial Consultants at Flagship Harbor Advisors Network are affiliated with LPL Financial as part of their “hybrid” program, which allows us to maintain our independent SEC-registered RIA. This hybrid affiliation provides us with the extensive resources that LPL Financial offers, but allows us to maintain independence in how we service our clients.
How Does it Work?
Flagship Harbor Advisors Network takes the complexity out of starting and developing an independent financial planning and advisory practice. Advisors benefit from the Network’s significant economies of scale across important aspects of the business from helping to cover broker/dealer costs, to potentially increased payouts, lower operating costs, access to industry-leading technology and one of the industries largest non-proprietary investment platforms, marketing and business development support, qualified lead generation and more.
Each Network-affiliated advisor runs and owns his or her own business and will generally brand his or her practice using a d/b/a, the Flagship Harbor Advisors name, or as an LPL Financial branch. The branding decision is made by you. Our role is to support you and your practice by providing the resources you require along with value-added services from a local perspective that enhance your ability to serve your clients’ best interests.
For more information, see Five Ways Flagship Adds Value.
