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Becoming an Independent Financial Advisor: Why I put my name on the sign.

Becoming an Independent Financial Advisor: Why I put my name on the sign.

March 15, 2018
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Yes, I am bold enough to put my name and reputation on the sign. It is in front of my building on our road sign, in our lobby on the wall and on our website.

Why? I am branding my branch to be much more than your average financial services firm. At Du Charme Financial Group, a branch of Global View Capital Advisors, we offer a truly different and holistic financial experience for our clients, unlike what you will find at most financial services firms.

I started this career over 15 years ago, after a career as a CFO of a local plastics manufacturing company, where I saw many people losing at the 'money game'. Now I help people succeed in their finances. It was a great decision for my family and the people I am able to help!

The Du Charme Family

What Makes Us Different?

We are fiduciary financial advisors, with years of experience helping business owners as well as families and individuals.

As independent financial advisors, we are able to pick best-in-class money management strategies to work with and are not tied to one propriety investment manager.

We offer something that most investors do not currently have - active money management, providing down-side risk protection.

New investors and smaller accounts are welcome, because we have a robust online (and paperless) program that makes it easy to get started.

An Opportunity to Join Our Team

We are growing too! Du Charme Financial Group, a branch of Global View Capital Advisors, is poised for opening new offices and welcoming great advisors to our team because I have personally invested internally and assembled a really great staff and group of diversified advisors.

With the low cost of entry and our systems already in place, you can become an independent financial advisor pretty easily. You will be able to feel good about what you do, because we are focused on always doing what is best for our client. Our office also has a very team-oriented culture, where we work together to help each other and our clients succeed.

Our Team

If you desire a full opportunity for financial success, you could not pick a better firm. Currently, if you are in-the-business, with some experience, you will appreciate more than anyone else, what I have put together here in my branch. If you are interested in looking at a better future for yourself and your clients, contact me today