A team of hybrid advisors in Pennsylvania has launched a full-service business platform for FAs looking to go independent. Anthony Conte, Frank Conte and Trent Gain have established a platform called The Independent Grid. Cambridge Investment Research will serve as its broker/dealer. Advisors who join will be able to keep their own brand. The Independent Grid will provide administrative support, a multi-custodial platform, an automatic contingency/succession plan, transition support, a dedicated marketing/business development team, financial planning services and retirement plan consulting services.
“The independent space can at times be intimidating to some advisors. Some still feel that to be independent means you are totally on your own — left to your own resourcefulness,” said Gain. “But gone are the days of having to go it alone.”