We Take the Guesswork Out of Finding a Suitable Partner for Your Clients
Our objective is to built mutual beneficial, longstanding relationships by matching a financial advisor with your clients’ wealth management needs.
OUR SPECIALIST
John Arnold serves as Vice President, Investments, for Wedbush Securities in the Newport Beach office. Over the course of his nearly 25-year career, he has worked with many high-net-worth individuals, families, foundations, and institutions. John’s objective is to provide a comprehensive review and analysis of his clients’ assets in order to diversify, minimize taxes and expenses, and explore asset protection and estate planning needs.
This allows him to better assist them in determining their appetite for risk and their need for income, retirement planning, asset preservation for future generations and philanthropic endeavors. He finds these factors paramount in making prudent investment decisions to meet their overall objectives.
CONTACT US
Sign up and John Arnold will reach out to you directly to discuss how you can earn up 20% of the management fees based on your referrals to the Professional Alliance Network.
PROGRAM BENEFITS
New Sources of Income
Earn an ongoing fee based upon your clients’ assets for as long as the relationship exists.
Deeper Client Retention
As strategic partners, you can expect a deeper and more beneficial relationship with your client.
Brand Credibility
The Program allows you to partner with a well-respected name in the financial services industry.
Competitive Edge
Enjoy a competitive edge by offering a more thoughtful and comprehensive client experience.