On-screen text:
Advisor Services™
Independence works for me and my clients.
Andy Brown
Capital Advisors
Andy: You know, if I was still talking with somebody who was still on the brokerage side looking to come independent, I would really tell them to focus on what's the most important thing you like to do. Charles Schwab, in my mind, will help you from day one develop your business plan, help you develop your compliance, and allow you to really focus on what you want to do, which is take care of the clients. They will be an extension of your firm. Schwab is focused on us like we focus on our clients.
On-screen text:
Charles Schwab
Own your tomorrow®
Charles Schwab is proud to support the independent financial advisors who are passionately dedicated to helping people achieve their financial goals.
DISCLOSURES:
The views expressed are for general information purposes only and are not intended to be a substitute for specific individualized legal or compliance advice. Where specific advice is necessary or appropriate, Schwab recommends consultation with a professional. Examples described are for illustrative purposes only and do not represent a guarantee of future performance or success and may not be representative of your experience.
Capital Advisors is not owned by or affiliated with Schwab, and its personnel are not employees or agents of Schwab. This is not a referral to, endorsement or recommendation of, or testimonial for the advisor with respect to its investment advisory or other services. Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support services of Schwab. Independent investment advisors are not owned by, affiliated with, or supervised by Schwab. ©2020 Charles Schwab & Co., Inc. ("Schwab"). All rights reserved. Member SIPC. (0320-0HRH)