How will you actually move your practice from one business model to another and from one place to another? It's one of the first questions financial advisors ask. Our Branch Development Team will outline a step-by-step process designed to take you from the moment you say "Yes, I want to own my business!" to "Wow, I should have done this sooner!" We call it our 60/60 Program, which includes the two months leading up to your opening and the two months after. We think you'll find it to be an invaluable roadmap for your transition and start-up.

In addition, we have assembled a group of Strategic Partners whose services can assist you further in launching your new business, transitioning your client base and setting up your office. They will answer questions you have about everything from leasing real estate and equipping your office to hiring employees and establishing employee benefits.
Doug Dorsey launched Chesapeake Asset Management in 2007.
Hear his take on Independence with FiNet
Oct 1, 2008
John Peluso Writes To The Editor of Registered Rep
"The August 2008 article by Halah Touryalai concerning the SEC proposal to amend Reg S-P misrepresents the position of Wachovia Securities as it relates to the independent contractor business."  >>
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Wachovia Securities is the trade name used by two separate, registered broker-dealers and nonbank affiliates of Wachovia Corporation providing certain retail securities brokerage services: Wachovia Securities, LLC, Member NYSE/SIPC, and Wachovia Securities Financial Network, LLC, Member FINRA/SIPC. Chesapeake Asset Management is a separate entity from Wachovia Securities and Wachovia Securities Financial Network.