Independent Broker Dealer Representative

Ever wonder why you joined your broker dealer in the first place? Are you just one of many advisors calling a help line when you need timely help and advice? Affiliating with Exemplar means you have access to an industry leading broker dealer but it’s packaged in a small family owned business that focuses on relationships.

Our enterprise structure allows Exemplar to provide the back office support and compliance structure needed for any size practice while still providing exceptional training opportunities for advisors at any stage in their career. Everything from branch inspections to client events is on a first name basis keeping your goals in mind.