Join
Essex
Join the Essex Securities Advisor Network
Create more wealth for your business by thriving in an advisor-focused family culture.
The Essex Securities Independent Advisor Network (1099) caters to retail clients. Regardless of your affiliation type, Essex focuses on you and your growing business as a registered financial advisor, giving you unrestricted access to the senior leadership team while placing comprehensive wealth management tools at your fingertips.
It’s Easy to Join Essex
We know that you might be cautious about avoiding client disruptions when changing a broker-dealer relationship. For this reason, Essex Securities provides you with start-to-finish support for a seamless transition. We offer:
A customized transition plan
Efficient account and license transfers
Support for paperwork and rapid compliance approvals
Training and orientation for our products, policies and resources
Highly competitive financial support, including transitional loans
Addressing of client transfer fees, marketing incentives and other transition allowances
Learn More
Maximize your business through our independent or W2 platforms and materially improve your bottom line.
Personalized Attention
Family Culture
Full-Service Support
Leadership Accessibility
Broad Fee-based Solutions
Comprehensive Marketing Capabilities
Connect with Brad Fay to learn more about joining Essex or to request a confidential due diligence package:
Brad Fay
Chief Business Development Officer:
bfay@essexsecurities.com
813-498-2162 (Direct)
813-777-4911 (Cell)
Confidential, direct access. Brad is available to speak after hours and on the weekends.
Submit a Contact Request and we will respond to you quickly. Thank you for exploring the Essex Securities difference.
To access the Essex Securities General Advisor Due Diligence Package, please contact Brad Fay at 813-498-2162 by email at bfay@essexsecurities.com.
