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Understanding the Hybrid RIA Model

As you consider the options available to you that allow you to best serve your clients, we invite you to review the chart below that provides a high-level overview of several common industry business models. As a hybrid RIA firm, PCG affiliated advisors have the flexibility to serve their clients utilizing both advisory and brokerage products and services as appropriate. PCG has partnered with LPL Financial, the industry leading Independent Broker Dealer. PCG advisors also have the freedom to engage other custodians for advisory business. Enjoy the empowerment and flexibility that comes with being a business owner without assuming all of the business costs and compliance risks associated with building an independent firm from the ground up. At PCG, you will feel the difference as an experienced leadership team as well as experienced advisors welcome you to our organization and are there to guide you each step of the way.