
4055 Lake Washington Blvd, NE Ste 200, Kirkland, WA 98033, United States
You could spend hours tracking down options, arranging demos, and guessing at your worth or you can let the team at 3xEquity secure multiple offers from top BDs, streamline introductions and meetings, and negotiate the best possible transition package all at no cost to you
The smarter, simpler way to switch
Uber. Netflix. PayPal. These disruptors reshaped the way we think about transportation, entertainment, and banking.
A few years back, we set out with disruption in our crosshairs as well. Our goal was to improve the way advisors changed broker dealers.
Hundreds of advisors have put their confidence in 3xEquity to deliver offers and assist them in their desire to find their best fit. We invite you to be our next success story.
We secure multiple offers for you from the top broker dealers. We set up meetings and keep the momentum going. We help you identify what is important to you and your clients. We help negotiate the best comp package possible. ...