Our Philosophy is to very simply treat you, the Financial Advisor, as our partner. The most important thing that we can do is to provide you with the comprehensive resources necessary to provide informed and objective financial advice to your clients. When our Advisors succeed, we succeed. We want to be your most trusted partner and primary resource in growing your business. Whether it’s through our tools and services offered, sharing experiences with peer Advisors, or mentoring from our personal experiences, we will be there for you. Having you succeed is the most important thing to PCS.

We work very hard to attract the best Advisors and to keep them. And our model works as our retention rate is extremely high. Our home office staff is key to our success. PCS is committed to maintaining a culture among our employees to provide the highest level in personalized service to each of our Advisors and their clients. We provide a platform that allows you to successfully manage and grow your business. Our leadership team is approachable and always available, and our business model is flexible and easily customized, as no two Advisors have the exact same needs.

Our network of Financial Advisors and office staff is over 150 strong and growing, operating from more than 50 locations coast-to-coast. Our goal is not to be the largest Broker/Dealer, but to maintain our boutique hands-on partnership style with you, our high quality, high-producing Financial Advisors.