August 28, 2008  
Home Prospective Advisor About CAI Account Access Investor Information Contact Us!
About CAI
Products, Services & Support
Marketing & Research Support

Profile of an Ideal Match

Capital Analysts Incorporated is looking for financial advisors who are business savvy and value long-term relationships; both a planning relationship with their clients, and a collaborative relationship with their broker/dealer.

We pursue growth by adding high quality advisors to our field force. We are a selective firm, as you prefer, with standards that go beyond gross dealer commissions. We seek people who share our philosophy. It is one that supports client-centered financial planning. So, we look for advisors who focus on the long-term, but deliver in the moment. And because we respect our advisors’ independence, we seek people who are entrepreneurial and resourceful. We want advisors who value the efficiencies provided by sophisticated tools and technology. Above all, we pursue only those who adhere to the highest ethical standards.

Consider Capital Analysts Incorporated:

  • If you are a Series 6 or 7 financial professional doing a minimum of $100,000 GDC in a planning type practice
  • If you have a clean compliance history
  • If you want a broker/dealer that takes a pro-active approach to communicating with you
  • If you want a broker/dealer that values you as much as you value your clients
  • If you want this to be your last broker/dealer move

Be Selective. We are. Let's discuss how you might

Gender, race, ethnic background, and religion, will not be factors in determining your ability to succeed with us.

 

Last Modified: June 30, 2008