Why The Leaders Group?

     

Why choose TLG?

-a word (or two) from our advisors-

Why TLG?

We provide the personal service of an independent firm with the broad portfolio offering of a large broker-dealer. 

We never lose sight of what makes us great - our advisors, who we treat as an extension of our family.

Are you looking for a broker-dealer that values independence and provides you with the support needed to grow your practice?

Jim Raabe | Mercer Island, WA

Raabe & Associates
mokhtarian

Farid Mokhtarian | Torrance, CA

KYLAS Financial Services

"Working with The Leaders Group has allowed me to implement my vision and how I like to run my business… I am grateful for that."

Scott Marshall | Jackson, MS

Rivertree Financial Planning
PHOTO Ed Wadsworth

Ed Wadsworth | Davidson, NC

The Wadsworth Group

"I was a representative for 3 broker/dealers before I joined The Leaders Group.  I will finish my career here because the Principal, Dave Wickersham, has created with representatives a business partnership culture unlike any other."

Tim Gelinas | Marietta, GA

Senior Financial Planning
caldara

Steve Caldara | Denver, CO

Caldara, Wunder and Associates

"It seems in our industry that the producer and the broker/dealer are constantly in conflict with each other. I hear that from many of my industry colleagues. What a breath of fresh air The Leaders Group has been – not just recently, but for the sixteen years I’ve been a member."

presidentsClub_gold

TLG recognizes our top 10 percent high-performing advisors with membership in the President’s Club. Meeting a minimum of $225k of activity, the President's Club represents our leaders and provides many opportunities for these advisors to impact firm culture and activities.

Are you looking for a broker-dealer that values independence and provides you with the support needed to grow your practice?