Broker Check

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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.

 

Generations Wealth Advisors offers:

 

  • An exceptional broker-dealer - Voted Broker/Dealer of the Year 7 of the last 9 years.* Excellent back-office support. Reliable and user-friendly technology. Common sense compliance.

 

  • Knowledgeable Assistants - Competent assistants who can handle your time consuming paperwork. Enabling you to focus your attention on acquiring new clients and servicing your existing clients.

 

  • 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.

 

 

 

* - Investment Advisor magazine, 2015, 2014, 2013, 2012, 2010, 2008, 2007 Broker-Dealer of the Year in Division IV and in 2003 for Division III. A broker-dealer becomes eligible for this honor only after a minimum of 10% of its producing rep-advisors cast valid ballots. The ballots rate the broker-dealer in 15 different defined by Investment Advisor as relevant challenges and concerns. Broker-dealers receiving the highest marks in each of four are declared Broker-Dealer of the Year. Results are based on experiences and perceptions of participants surveyed in June of each of the years listed. Experience may vary. Visit advisorone.com.