Join Our Team

Thinking about going independent?

No matter where you are in your career, DaVinci can offer a workplace in which you can succeed. We offer step-by-step support and a team approach to encourage professional growth and development. Contact us to get answers to your questions and learn about becoming a member of our team.

Becoming an Advisor

  • How can DaVinci help me take the first step in becoming a financial advisor?
  • Do I need to have passed the Series 65 exam?
  • How will I be compensated as a new advisor?

Going Independent

  • How can Davinci Capital Management help me transition my book?
  • Will I have support to help in retaining clients and moving client accounts?
  • What technology resources are available to support my business?
  • Is there support for marketing and branding initiatives?

Selling Your Business

  • Can DaVinci Capital Management help me with a deal structure?
  • Are there opportunities associated with succession planning?
  • How can I ensure my clients up with the right advisor?
  • What is the best strategy for realizing my book's value?