We’re here for every stage of your business
Financial professionals who choose HTK as their broker-dealer and registered investment adviser receive personalized support from the moment they are introduced to us. If you are seeking a firm that can help you take your business to the next level, we’re here to help.
Our dedicated transition team makes the process as seamless as possible for you, your team and your clients. We offer consultation and specialized services for:
Onboarding
Succession planning
Practice transitions
Acquisitions
Transitioning with HTK
You’ll receive step-by-step support along the way.
