Testimonials from Our Advisors

We realize that switching to ProEquities is a big decision on your part. It’s a decision that many of our current advisors wrestled with before joining. The following testimonials from our advisors help substantiate what we believe is the best business decision you will ever make — joining ProEquities.

Andy Martin
First Protective | Birmingham, AL

“As an OSJ, what I like best about working with ProEquities is the 'can do' attitude of the people. They are very focused on serving the advisor. It is with a spirit of 'how can I be of service' whether compliance, marketing, or client service, that is so refreshing. It is always 'let us work on it together to get it done'.”

Doug George
Hardin County Bank | Savannah, TN

“I, like most everyone else, am hesitant to step out of my comfort zone.
When I made the decision to change Broker/Dealers, I felt this was indeed the largest step I had made in my career. Even with the assurances from ProEquities, from top management to the ones in the trenches helping me with the transition, I was still skeptical of my decision. As it has turned out, this was indeed the largest step of my career. The transition went very smoothly, and the relationship keeps improving even to this date. I have been very impressed and more than satisfied with all the departments I work with. All the staff, from compliance, marketing, trading, client service, and others are very proficient in their respective jobs and are always willing to do whatever is necessary to assist you.”

Mark Stevenson
Stevenson Financial Services | Worth, IL

"After being at my previous Broker/Dealer for the last 14 years, the thought of moving to another B/D was terrifying. When it came time to move my business for more independence, the ProEquities family-style atmosphere made me most comfortable, and my trust in them has paid off. Because of the support of their excellent transition team, the move was simple and a complete success! Thank you ProEquities!"

Paul Tingley
Financial Resource Advisors, Inc | Greenwood, IN

“The ProEquities culture of integrity and service is very important to me.
ProEquities continually strives to help representatives improve their businesses while serving clients.”

Patrick Keen
Prairie Rivers Company | Robinson, IL

 “We knew that changing from our previous Broker/Dealer would be an enormous task, but the transition was smooth thanks to our teammates at ProEquities, Inc. When we required assistance, the team members listened to our needs, gave thoughtful consideration, and responded with the solution we were looking for.” 

Brady Stamps
Next Level Financial, LLC | Birmingham, AL

"The Concierge Services provided by ProEquities are setting a new standard for the Broker/Dealer industry. The heart of the ProEquities culture is service, and this department takes outstanding service to a whole new level."

*Figure rounded up of $100k GDC (voluntarily left) advisors through 4Q09.