With the current changes in corporate structures and consolidations among the traditional wire houses, brokers and advisors are considering alternative solutions. Many are utilizing this opportunity to create the career and lifestyle that they have always wanted – an independent one. The team at InterOcean Capital is here to help Registered Representatives and Investment Advisor Representatives make the transition from firm to freedom.
As a financial advisor with InterOcean Capital, you have the opportunity to own and build your own book of business in an environment where you can excel and even transition your practice for the next generation. You will not only benefit from higher payouts, but also from having autonomy to make decisions while increasing your resources to serve your clients and build your business.
We have an exclusive partnership with Arizona’s largest privately owned accounting firm, Henry+Horne. This gives our selected advisors the ability to create a meaningful relationship with an established firm that offers many specialty practices tailored to fit alongside financial services. Henry+Horne has one of the largest business valuation practices in Arizona as well as an extensive estate, gift + trust and high net worth individuals tax practice.
Our holistic client services approach includes investments, tax and estate planning accompanied by turn-key technological innovations, marketing support and a skilled compliance team. We can provide you with the tools you need to succeed in this new global investment marketplace. Our broker dealer, Independent Financial Group, LLC (IFG) has extensive investment experience, a strong corporate culture and will be here to serve your specific business needs for many years to come.
Offering you a wide selection of financial products
Our IFG reps offer a wide selection of financial products, including full-service stock and bond trading, mutual funds, separately managed accounts, non-traded REIT and oil and gas products, fixed and variable annuities and life insurance. Additionally, fee-based asset management programs allow you to manage your clients’ assets on a fee basis by either operating your own independent RIA practice, or by running it through IFG’s RIA practice.