Currently, Heather is the sole member within the company, but due to high demand for support services, expectations of growth are strong. All new team members at Advisor Support Services are background checked, and preferably with over 10 years' experience. Our purpose and goal at Advisor Support Services is to provide a white glove service for the industry professionals as they provide to their clients. With our transparent and flexible pricing options offering Advisors cost saving support services no matter the Assets Under Management (AUM)! We currently provide customizable support with Client Services, Executive Assistance, Operational Support, Compliance, Billing and Marketing Services! Additional front, middle and back-office support services are coming soon!
*Resume of experience is available upon request.