The David Yvars Group - Trusted Advisors Referral Network Program - About the Program
Call our toll free number 888-449-8277
About the Program
This comprehensive program allows you to offer high-net-worth individuals access to our group’s full range of financial services. In exchange for your referrals and, provided you comply with applicable laws, you may receive ongoing compensation for those clients who maintain fee-based accounts with us and also through several financial institutions and various trust companies we affiliate with.
From the largest firms to single-person offices, trusted advisors – such as CPAs, accountants, attorneys, business managers, sports agents, business brokers and other professionals and entities – are adding financial advisory services to their portfolio of services. You likely know some of the reasons why: pressure on fees in traditional areas, the need to integrate investments into an overall financial plan and growing client demand.
We believe you can serve your clients’ best interests by referring them directly to an independent investment advisor who will offer a consultative approach and unbiased, objective advice. Accordingly, the DJY Group Referral Network Program is designed to provide flexibility and choice for you and your clients.
It is agreed that at least 48 hours prior to signing any investment advisory agreements to participate in any product or service mentioned in this site, The David J. Yvars Group, Inc. Form ADV Part II and Schedule F will be reviewed.
This site is published for residents of the United States only. Yvars Group, Inc. financial advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site.