Join SFM | Affiliated Advisor Options
JoinSFM.com is Security Financial Management's dedicated website for Financial Advisors looking to take their practice to the next level. Whether an Advisor is starting out, mid-career, or ready to secure a succession plan to ease into retirement, SFM has the right resources, the right team, and the right know-how to move a practice forward.
advisor transition, joining a firm, succession planning, broker/dealer, advisor career move
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Affiliated Advisor Options

Fully Vested in the Success of Our Advisors

Leveraging our 100+ years of experience, we’re here to help challenge you to take your practice to the next level. We provide two options in which we’re able to engage with you on a routine basis. Ready to discuss your options? We promise to keep your information extremely confidential.