Transition Process

Transition Process

We will guide you.

Licensing

Our licensing and registration staff will work closely with you to ensure prompt movement of any license you require.

We’ll help you keep paperwork to a minimum by providing sample letters and the least amount of forms necessary to transfer client accounts and establish your relationship with us.


Orientation

When you join KCD, you will have a brief orientation to familiarize yourself with our customized services and procedures. You will receive a user friendly manual describing our systems and how to use them, including a quick-reference guide and staff contact sheet.

With a minimum of training, you will be ready to process business and concentrate your efforts on growing your practice in the directions you desire.


In Business Since 2003

Our Rep’s average tenure is over 8 years with our firm.

Over 85 Combined Licensed Years of Experience

Our back office has navigated through the up and down cycles and ever changing regulation changes.

Over 100m Assets Under Management

We have seen considerable growth in the past few years!

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck