Your Partners In Creating & Preserving Wealth!

 

Front_imageFinding the right broker/dealer (b/d) can be a long process with hundreds of firms all offering high payouts, great technology, and solid service. At Kalos, we believe that culture and philosophy are the two most important things to assure you of this being your last b/d change.

Kalos is a boutique firm where every employee gets to know each one of our rep/advisors and takes an interest in helping them grow their practice. If you are looking for this type of a b/d relationship and are generating at least $100,000 in gross commissions/fees, please review this site and call Dan Meehan, Director of Business Development at 888-356-1950.

If we jointly determine that Kalos is a good fit for your business, we strongly encourage you to come to Atlanta, at our cost, to confirm your feelings and meet the people that will help take your business to the next level.

 

 

 

 wisemoneybook.com

Click here to visit the Wise Money book webpage.

 

 

Kalos Experience

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Culture and philosophy are key considerations for rep/advisors when changing b/d's. Visit us in Atlanta at our cost to learn more about the Kalos Experience.

Practice Growth

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Our top executives are still running highly successful practices. Find out how they are doing it and learn how to implement the endowment investment model - the model used by the most successful institutions worldwide.

Events

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Alternative Investments and & Endowment Model Conference
Atlanta, GA
Feb 01-02 2013

Information coming soon Click here >>
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2013 Kalos National Sales and Compliance Conference
Atlanta, GA
June 5 - 7, 2013

Get more information about Kalos Annual Conference Click here >>
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Ready to Talk?

To reach Dan Meehan,
Director of Business Development by email, Click Here