Changing firms could seem like a daunting task if you don't have the right partner to help you execute a plan. At Exemplar Financial Network, we've helped over 80 advisors managing more than $2.4 billion* in assets across more than 32,000 accounts, transition their practice to LPL Financial. Our transition team will help you navigate every aspect of moving your business. The right partner can make all the difference in the world.

 

Click here to learn more about how we support advisors.

 

Partner with us

Join us and have the freedom to:

  • Become a business owner

  • Control your future

  • Offer a broader array of products and services

  • Create unique branding

  • Minimize bureaucracy

  • Increase your income potential

  • Build equity in your business

  • Choose your business model

“Exemplar has helped us shape our business by making us feel part of a team and by understanding our independence as financial advisors. We believe the opportunities at Exemplar have allowed us to grow and make our practice thrive.”
– Steve W., WI

Let’s Talk

 

Be efficient. Be effective.

*Includes both Brokerage, Direct and Advisory Assets, August 2020