Investment Advisor Representative
6160 South Syracuse Way
SUITE 250
GREENWOOD VILLAGE, CO 80111
A unique combination of advantages for business owners.
For more than 35 years, we’ve been helping entrepreneurs like you succeed as independent Registered Representatives and Investment Advisor Representatives — serving families, businesses and individuals in need of sound financial guidance.
Whether you’re new to the industry, or an experienced financial services professional, TFA is the place for you.
Where do you belong? You could choose the known quantity of a traditional agency where you'll encounter the limitations employees face. Or you can choose our model. It stands out because of all the ways it empowers you to overcome barriers, serve your clients, and reach your full potential as a business owner.
As a business-owner, you're in charge of building your future, not your boss.
Part-time or full-time — wherever, whenever. Flexibility is a resource with our model.
Enjoy an environment where you can constantly learn, grow, and achieve.
Perhaps our top advantage is that there is no income limit to hold you back.
Get the acknowledgement that you deserve for your accomplishments.
Benefit from other business owners who are incentivized to guide you at every step.
1. https://www.forbes.com/sites/davidsturt/2018/03/08/10-shocking-workplace-stats-you-need-to-know/#7c3dd8edf3af
2. https://hbr.org/2018/06/96-of-u-s-professionals-say-they-need-flexibility-but-only-47-have-it
3. http://blog.indeed.com/2018/01/25/salary-report/
We provide the tools and resources to help you navigate this industry so you can focus on building a competitive business that empowers your clients to live well and build wealth. You can start part-time and scale your business at your own pace, as you take advantage of our powerful platform.
Clients have diverse financial needs. That's why we make a wide array of products available from many well-known providers that can help them pursue their goals.
Our CRM system, from Salesforce, gives you ready access to vital client information so you can give your clients guidance that’s both suitable and in their best interest.
Attend seminars supported by local leadership, money managers and home office representatives. Build your market with approved marketing materials and other tools to use with your clients.
The industry’s complex regulatory environment can be challenging, but our supervisory structure helps to streamline compliance functions so you can focus on building your business.
We pave the way for people of all backgrounds to succeed in this industry.
*https://www.investmentnews.com/gallery/20180522/FREE/522009996/PH/ibds-with-the-most-female-reps&Params=Itemnr=11
There's no better time than today to start building a business as an independent Registered Representative or Investment Advisor Representative.
Set an AppointmentWe always start with a short phone conversation to learn a little about you, answer your questions, and see if this opportunity is a good fit.
After the phone conversation, we'll schedule an in person meeting to explore the opportunity further and discuss launching your business.