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Join Nations Financial Group​

Looking for The Easiest Way to Change Broker Dealers?​

Meet with us

We’d love the opportunity to connect with you. Please fill out the form to set up a confidential meeting to learn more about Nations Financial Group.

A Transition Experience
You Can Trust

We know that changing firms is a big decision—one that comes with challenges and uncertainty. That’s why we don’t just facilitate transitions; we take great pride in making them as seamless and efficient as possible. Our turnkey transition process provides personalized, step-by-step support—from office setup to client communications and account transfers. With a dedicated team by your side, we ensure your transition is not just smooth, but the best it can be.

Is it time to make a move?

Find Out If It's Time to Start Fresh

White-Glove Transition Services for Advisors

Why Choose Nations?
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Transition Strategy

Your onboarding team helps develop a comprehensive strategy and schedule for client communication, account information gathering, paperwork preparation and more.

Inventory Your Business​

Take inventory of your client accounts and note the services, providers, and any additional features your clients are using.

Seamless Onboarding & Account Transition

Your onboarding consultant manages FINRA registration, account setup, and asset transfers once client signatures are secured. We also track licenses, appointments, and provide regular status updates for a smooth transition.

Ongoing Support

Your Transition coordinator continues to work with you for the next 80 -120 days to ensure your transition is complete.

Day 1 On-Site Support

Our team is onsite during your first days to ensure a smooth launch, provide hands-on support, and ensure your systems and technology run seamlessly.

Advisor Knowledgebase

Hear From Our Advisors

Whitepapers