Looking for The Easiest Way to Change Broker Dealers?
Join Nations Financial Group
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 Advisors Choose Nations
We deliver a transition experience built on strategy, structure, and personalized support—so you can move forward with confidence.
Strategic Transition Planning
From the start, our onboarding team works with you to build a tailored transition strategy—covering client communications, account data collection, paperwork preparation, and a detailed timeline.
Business Inventory & Analysis
We help you take stock of your client relationships, account types, service providers, and platform features to ensure nothing is overlooked and every detail is mapped out.
Seamless Onboarding & Account Transfers
Your dedicated onboarding consultant handles FINRA registration, account setup, asset transfers, licensing, and appointments—while keeping you updated every step of the way.
Ongoing Transition Support
Your transition coordinator stays involved for 80–120 days post-launch, providing hands-on support to ensure everything runs smoothly.
Onsite Day-One Support
We’re there in person on your first day—ready to help you and your team get up and running with systems, tech, and operations from the start.
Contact Us Today to Get Started