You and WBB…a Successful Partnership
Doing business doesn’t have to break the bank. Since we keenly understand the needs and resources available to small businesses, we’ve designed our platform to provide knowledgeable, flexible support for your practice at a low cost to you. We get that you need to keep the lights on to help your clients, so we’ve structured our payout to be competitive, up to 100%*. In addition, our technology platform will enable you to run your business with minimal staff.
We’ll do the heavy lifting so you can focus on what’s important to you…your clients. We encourage you to work with our experienced staff and business partners to develop solutions to meet your needs and enhance your client relationships.
You can be independent and competitive using our platform. At WBB, we’re partnered with National Financial Services (NFS), a premier clearing firm and a wholly-owned subsidiary of Fidelity Investments. We offer the services and experience of a full trading desk while still treating you as a highly-valued client. For your insurance needs, we are partnered with Westland Financial Services, an innovative leader in the insurance marketplace. Due to our structure, seasoned staff, and strategic partnerships, you will have the tools and products you need to best serve your clients without any obligation to push proprietary products or achieve sales targets.
At WBB, we strongly believe that a successful partnership is based on shared goals, trust, and common sense. We’ve designed our platform to foster those kinds of relationships.
If you’re an ethical, entrepreneurial-minded financial advisor looking for a flexible, solutions-oriented business partner, please call us at 858.592.9901 or request more information below:
* Fixed Cost Program – WBB has created an optional payout program. You will receive 100% of GDC and 12b1 fees for all direct VA and direct Mutual Fund business for a flat fee of $1,000 monthly.
WBB’s Insurance division has a full support agreement with Westland Financial Services, a leading support organization for Broker/Dealer Insurance, LTC and Annuity programs. You receive 100% of street level compensation and your insurance and fixed annuity production counts toward overall production that can lead to higher payouts on securities business. WBB Securities, LLC and Westland Financial Services are not affiliated firms.
WBB and National Financial Services (NFS) are not affiliated firms.