Whether you’ve been in business for years or you’re doing this for the first time, Bridgemark Strategies can help you with Broker/Dealer evaluations. Our financial institutions consulting team has the knowledge and experience to find you the right match. A sample list of areas we can evaluate include:
- Service and Support
- Compliance support and requirements
We can also help you choose between practice management or standard broker dealer services and can help you understand the benefits and drawbacks of hybrid models.