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Our Advisors are also Our Owners

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Published on Jul 14, 2017

SFA was founded by Advisors and is Advisor-owned, which means that our Advisors are invested in seeing the firm succeed.




having the opportunity to have ownership
in a broker-dealer to own shares it's
exciting to be knowing I think the
future is very bright
I own this company now not only owner
I'm also a valued client so we wanted a
company where the advisors could become
owners have a real voice in the
broker-dealer it really is like a giant
giant family partnership because when
everyone succeeds SFA succeeds the home
office employee is either a shareholder
of the Company or own stock options in
the company they want the best for the
advisor they take an ownership in their
advisors and their practices they relish
in their successes they want them to
grow through them it's independent it's
not trying to get sold and inspect that
advisor and ownership aspect to it where
they're not I'm not going to have to
deal the transition review so I'm very
pleased and very positive not only as a
shareholder but as a member of his firm
bright future at SFA house down line
generation those advisors coming up
behind us what is their pathway to
ownership it has to be fairly clear to
them an SFA is fostering that agenda

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