The Philadelphia Group is dedicated to offering the experienced advisor an opportunity to help their clients with all of their financial planning needs. Being part of LPL, the largest independent Broker Dealer, our advisors can represent their clients to the marketplace without any conflicts of interest.
Please scroll over each section to learn more about the benefits The Philadelphia Group has to offer:
Chief Investment Officer: Geremy Connor has 15 + years of experience in Portfolio Management and Equity Research. A Princeton graduate who holds an MBA from from The Harvard Business School.
Technology: We invested money in technology so our Advisors could plug into the office anywhere in the world. We believe it is important for our clients to know that we can access their information anytime they need us to.
Sales Support: We have a dedicated team of 10 support specialists to handle everything from the transition of the advisor, marketing to new prospects, servicing top clients, and compliance.
Great Marketing Events: We have at least 12 scheduled events per year focused on rewarding clients and attracting new prospects.
OSJ – With over 175 advisor, we are part of the largest OSJ branch with LPL. Due to our scale, we receive the highest degree of service from LPL.
Variety of Specialists: Our advisors have a variety of specialities, ranging from private investments, 401ks, 403bs, life insurance, group benefits, etc. If an advisor needs help with a client they will be able to find someone with a specialty within our firm.
No Non-Compete: We don’t believe in non-competes. Our advisors own their own book and always will. If they don’t feel they are receiving value from the group they can take their business with them anytime.