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Join Our Team

Thinking about going independent?

No matter where you are in your career, DaVinci can offer a workplace in which you can succeed. We offer step-by-step support and a team approach to encourage professional growth and development. Contact us to get answers to your questions and learn about becoming a member of our team.


Becoming an Advisor

  • How can DaVinci help me take the first step in becoming a financial advisor?

  • Do I need to have passed the Series 65 exam?

  • How will I be compensated as a new advisor?


Going Independent

  • How can Davinci Capital Management help me transition my book?

  • Will I have support to help in retaining clients and moving client accounts?

  • What technology resources are available to support my business?

  • Is there support for marketing and branding initiatives?


Selling Your Business

  • Can DaVinci Capital Management help me with a deal structure?

  • Are there opportunities associated with succession planning?

  • How can I ensure my clients up with the right advisor?

  • What is the best strategy for realizing my book's value?

Contact Us

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