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.
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”.