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Why Choose WRP Investments, Inc.?
As an independent advisor, you face many challenges. The options you have are endless. We understand our role within your practice and appreciate your independence. We also understand that the client relationship is between you and your client and that we work for you. With that said, we feel that our 29 years of independence, solid financial foundation and resourceful philosophy are a perfect fit for an advisor that's looking for a better broker dealer relationship.
WRP has no proprietary products, advisory services or technology.
We rely on outside resources for the things we should, those things best left to the vendors that specialize. WRP has strong and experienced Compliance, Brokerage Service, Transition, Licensing and Commissions Departments. Those are the areas we specialize in.
As you look further through the WRP web site and talk with us, you will come to find that we truly operate as in independent firm and rely on the highest quality vendors for product and technology.
Some key questions to clarify on your search for a broker/dealer are:
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Is the broker/dealer owned by or heavily influenced by an insurance company or other product company? |
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WRP is independently owned and operated. All of WRP's shareholders are actively involved in the day-to-day operations of the firm. Since we have no affiliation with an outside company, our loyalties lay strictly with our brokers and their customers. WRP does not maintain a preferred (or more importantly a "non-preferred") list of approved products. Therefore WRP puts no pressure on the advisor to sell any certain product or advisory platform to their clients. The suitability of the investment chosen for the client is our highest priority at WRP.
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How long has the broker/dealer been around, and are you positioned and genuinely interested in sticking around? |
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WRP was established in 1976 and is family owned and operated. Our senior management is young and energetic and excited about the next 29 years ahead.
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Does the broker/dealers technology actually work and will it help me with my business? |
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WRP has chosen technology vendors that specialize in their field, from consolidated statements to online commissions. Our partners have the experience and quality to be effective and applicable to your practice in a positive way.
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Does the broker/dealer make it difficult or easy to submit business? |
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WRP has available on-line trading and one of the most efficient "direct to vendor" business submission programs in the industry.
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Will the broker/dealer influence my product or advisory sales to their benefit or pay me differently on certain products or platforms? |
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WRP has selling agreements in place with hundreds of product and advisory firms. But more importantly, any commission, 12b-1 or advisory fee we receive on your behalf goes directly through our advisors' commission grid.
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Is the broker/dealer large enough to comfort my clients concerns of my new affiliation? |
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WRP has hundreds of representatives and over 3 billion dollars under management. However we are not a large firm, we are a mid-sized, experienced organization. WRP holds all assets at our clearing firm, National Financial, or directly with our vendors, such as American Funds or Oppenhiemer Funds. We are insured to limits equal that of firms much larger than us.
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| Despite the perception that most broker/dealer are similar, and that the differences can be difficult to pinpoint, we are confident that you will find that the uniqueness of WRP Investments, Inc. is embedded within our business model, philosophy and our people. |
More detailed information regarding our firm is outlined further within this site. For any additional information, you can contact us at the number below. All inquiries are held in the strictest confidence.
4407 Belmont Avenue • Youngstown, Ohio 44505-1091
(800) 589-2023
Member:
Financial Industry Regulatory Authority (FINRA) • Municipal Securities Rulemaking Board (MSRB) • Securities Investors Protection Corporation (SIPC)
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