If you are a CPA, we know you already have keen attention to detail and build strong personal relationships with your clients. That is why we are offering you this exciting opportunity to become an Investment Advisor Representative (IAR).
As part of this exciting opportunity, YOU maintain control of your client relationships and we collaborate with you to help design financial plans.
We are a local, fee-only investment advisor and fiduciary - that means we are legally bound to put your interests first. We were established in 2007 and are located in Little Rock. Currently, we are assembling a state-wide network of CPA Investment Advisor Representatives.
With ClientFirst, you can always expect:
- Exceptional service
- No product sales or commissions
- You always work with a Certified Financial Planner
Watch the video below to learn more. More information is also available in our free webinar, "How to Offer Wealth Management Services as a Small CPA Firm."
The views expressed represent the opinions of ClientFirst Wealth Management, LLC (“ClientFirst”) and are subject to change. These views are not intended as a forecast, a guarantee of future results, investment recommendation, or an offer to buy or sell any securities. The information provided is of a general nature and should not be construed as investment advice or to provide any investment, tax, financial or legal advice or service to any person.
Additional information, including management fees and expenses, is provided on ClientFirst’s Form ADV Part 2, which is available at https://adviserinfo.sec.gov/firm/summary/120286.