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Advisor Center: advisor questionnaire

Please take a few minutes to complete this form and to answer questions about you, your practice, and the resources and culture of your current Firm, as well as the important characteristics and values that you would like to see in your future Firm.

Your answers are the first steps that will help us help you determine the best Firm(s) and/or platform(s) for you. This form is 100% confidential!

*First & Last Name:
*Current Firm Name:
"Doing Business As" Firm Name (if applicable):
*Mobile Phone:
*Personal Email:
*Years as Financial Advisor:
*Years at Current Firm:
*Location (State):
*Assets Under Management:
*Fee-Based Assets Under Management:
Trailing 12 Months Production/Gross Dealer Concession:
Production from Fee Based Assets:
Number of Clients /Households:
Comments & Questions:


Advisor Login:  
Dont have the password? Fill out our short advisor questionnaire and we will be in touch ASAP.



Securities offered through LPL Financial, Member FINRA / SIPC. Investment advice offered through DaVinci Financial Designs LLC, a Registered Investment Advisor and separate entity.

The LPL Financial Registered Representatives associated with this site may only discuss and/or

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