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Join Our Team

GOING OUT ON YOUR OWN DOES NOT HAVE TO MEAN YOU’RE ON YOUR OWN.

GOING OUT ON YOUR OWN DOES NOT HAVE TO MEAN YOU’RE ON YOUR OWN.

At Generations Wealth Advisors we have established an ideal working environment which encompasses all the things we felt were being neglected at other firms. This is your opportunity to evaluate your current broker-dealer relationship, compensation and structure.

An Exceptional
Broker-Dealer

Excellent back-office support. Reliable and user-friendly technology. Common sense compliance.

A Nurturing Environment

Caring partners whose help is always available for a knotty problem - or just someone you can bounce your ideas off of. Let's face it, we can't always see the forest for the trees and a different perspective can often open new ways of looking at a challenge.

Knowledgeable Assistants

Our competent assistants can handle your time consuming paperwork enabling you to focus your attention on acquiring new clients and servicing your existing clients.

Join Our Team

Join Our Team

Download our brochure  to learn more about the value in joining Generations Wealth Advisors.

Something Wonderful

Something Wonderful

Click to watch a short video about the history of Cambridge Investment Research, our Broker-Dealer.

Cambridge Technology Package

When join the Generations Wealth team you will have access to the Cambridge technology resources listed below:

CLIC Core Services is an integrated suite of functions for many of the critical tasks in an financial professional’s business. The following components are included:

CLIC Advisor/CLIC Client: Digital workstation for financial professionals and their investing clients with basic E-Money/Vault access (advanced available for additional cost)

Clearing Services: Fidelity Clearing & Custody Solutions, Wealthscape, and Pershing NetX360®

Client and Account Servicing: Add/edit/search clients and accounts, forms generation, eSignature, and auto-open most brokerage accounts

Compensation Services: Updated sponsor data feeds provide even more accurate and timely processing of your variable insurance compensation

Compliance Services: Advertising/correspondence submission and review, trade review, checks and receivables blotter, and direct trade blotter

Imaging Services: Web-based document image capture and submission to home office, search and retrieve account paperwork, and document storage

Managed Account Services: Fee Billing and WealthPort® 

Office Services: Paperwork status monitoring and service tickets with document upload

Let's talk.  Use the form below to start the conversation.

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