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Interdependent Advisors
Interdependent Advisors

Interdependent Advisors – an OSJ of Peers

Creating stronger, more efficient and profitable practices through a sharing of ideas and leveraging of our scale
 

Our History

In the spring of 2007, five established financial service practices, upon learning that their BD was being sold, banded together with the common goal of creating economies of scale and to get off the proverbial “island” you hear advisors talk of. A culture of sharing best practices and ideas emerged. Upon successfully transitioning to a new Broker Dealer in 2007 the group has steadily grown in production, assets under management and number of offices.

Today Interdependent Advisors is comprised of over 40 producing advisors with a GDC of over 8 million and AUM of 1.60 billion.

 


Culture: Growth-Improvement of one another's practice




   
   
             
Interdependent Advisors provides the infrastructure, tools and knowledge to enable Investment Advisors to take a professional approach to business.
    Each Practice has a different need and requirement dependent upon its stage or growth phase.
    Proven systems to increase revenue, efficiency and refining your brand.




Collaboration: An OSJ of Peers



Collaboration is the fuel of any business. It is a driving force for continued efficiency among everyday tasks and a necessity for improving and growing.


Specialization is the focusing of products or services to gain greater degrees of productive efficiency within an overall system.


Actively sharing the areas of expertise enables the Peers of Interdependent Advisors to focus on specific types of clients and lines of business while knowing experts are available for the others.


Stewardship: Compliance and Support for Advisors


Stewards are institutional leaders and responsible caretakers for organizations, large and small, which seek to improve and expand. From Accredited Fiduciaries to Investment Advisor Representatives an understanding if the responsibility in being call the client’s advisor.

Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA / SIPC, to residents of: AL, AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV. Cambridge and Rosselot Financial Group are not affiliated.

COPYRIGHT © 2018. INTERDEPENDENT ADVISORS. ALL RIGHTS RESERVED.