Transition Help

Moving your practice to a new firm requires planning and work, but it often becomes a psychological barrier to advisors. The experienced staff at LexAurum can help you move your practice quickly and efficiently to the new platform. We will help in strategizing your move — from licensing requirements to resources for understanding the broker/dealer protocol to perspectives on moving formerly commission business to Advisory — we will be your partner.

LexAurum will also provide significant assistance in document preparation, including in some cases having a transition expert at your office to help you in this process. We will make each of these aspects of the transition understandable and manageable:

Licensing Issues
Custodial Paperwork Prep and Submission
LexAurum Paperwork Prep and Submission
Assistance in moving & setting up your email and website

Contact LexAurum