Maximize your business through our independent or W-2 platforms and materially improve your bottom line
San Blas Securities is a boutique investment firm with three platforms — an Independent Advisor Network (1099), a W-2 Division with branch offices in select markets, and a Capital Markets Division.
We value the art of independent thinking and realize that your business is all yours – your entrepreneurial dreams and financial knowledge converge to meet the needs of your clients. At San Blas Securities, you will gain from our personalized attention, investment insights, and back-office support to achieve superior results and outstanding client satisfaction.
We understand what it takes for advisors to be successful and we will give you the personal attention and resources you need to support your growing business.
It’s Easy to Join San Blas Securities
We will provide you with start-to-finish support for a seamless transition because we know that you might be cautious about avoiding client disruptions when changing a broker-dealer relationship.
SAN BLAS SECURITIES OFFERS:
Highly competitive financial support, including transitional loans, addressing of client transfer fees, marketing incentives and other transition allowances
A customized transition plan
Efficient account and license transfers
Support for paperwork and rapid compliance approvals
Training and orientation for our products, policies and resources
➤ location
3424 Peachtree Road
Suite 2200
Atlanta, GA 30326
☎ Contact
(404) 704-0406