Advisor Opportunities
TKC Wealth Management is an Independent Registered Investment Advisory firm based out of Dallas Texas. We are currently providing financial services to clients in Texas, and California. We are constantly expanding our national exposure and making our presence known. Other states will be added as requested by our investment advisors.
See What We Offer and Then Compare
- TKC offers training on investment management at no cost to you but your time;
- TKC allows you to work with Off Shore clients (as allowed by law);
- TKC offers Off Shore products;
- TKC has a financial based CRM for your use at no cost to you until your first annual renewal (then the cost is $30 a month);
- TKC provides E&O Insurance for you at no cost to you;
- TKC offers Alternative Investment products (Reg D, Non-traded REITS, etc.);
- TKC works with a clearing firm that offers low costs to you and your clients;
- TKC allows you to office at home office or a location of your choosing; and
- TKC provides personal and superior back office support.
- TKC has Investment Advisors and staff who are fluent in Mandarin Chinese;
Positions currently available: Investment Advisor Representative
Requirements:
Series 7 and 66 or Series 65
Insurance License - including variable annuity
CFP- completed or in process