IS YOUR PAYOUT IN FLUX?
With f3Logic, advisors are empowered to offer their clients the same high level of service and products they have come to expect without the bureaucracy of a larger organization and all the drawbacks associated with it.
LPL sheds $1 billion in assets as NPH ‘refugees’ form RIA
Five former top advisers at National Planning Holdings, which was acquired by LPL in August, have left the firm and formed f3Logic, a registered investment adviser.
BRIDGEWAY WEALTH PARTNERS ALIGNS WITH f3LOGIC
Bridgeway Wealth Partners Enhances Their Flexible Platform With f3Logic
COVID-19 RESPONSE | A LETTER FROM OUR CEO
We at f3Logic would like to take a moment to update you on the action steps we’re taking in these unprecedented times.
TRANSITION CASE STUDIES
Read about the transition process as experienced by different types of advisors.
INTRODUCTION TO THE LEARN. BUILD. GROW. PROGRAM
Show top-tier advisors how to create goodwill, wallet share, and loyalty.
Deliver strategies for incremental AUM growth via Coaching, Training, and Sales Management using Reg BI as a catalyst.
Demonstrate how Reg BI can improve business, increase book value, introduce new practice management tools, and offer investment strategies/portfolios.
A LETTER FROM OUR CEO
On behalf of f3Logic and its Founders, I am proud to share: Learn. Build. Grow.
Beyond its brevity is clarity and creativity. These three words define our mission, vision, and intentions as we evolve into premier provider in the wealth management space.
Allow me to explain.
f3LOGIC IS EXCITED TO WELCOME MONTGOMERY WEALTH MANAGEMENT TO THE FIRM
Montgomery Wealth Management LLC today announced the launch of their wealth advisory firm, headquartered in Morristown, New Jersey. Montgomery Wealth Management LLC was founded on the idea: “It’s time to do things differently. Clients and advisors deserve better”.
f3LOGIC IS EXCITED TO ANNOUNCE MATT REYNOLDS JOINS THE FIRM
Matt Reynolds joins f3Logic as the firm garners new talent and continues to grow and expand.
