THE ADVISORS AFFILIATED WITH IHT WEALTH MANAGEMENT ARE ABLE TO FOCUS THEIR TIME AND EFFORTS ON WHAT MATTERS MOST—THE CLIENT.

What is a Hybrid Registered Investment Advisor?

The basics are simple: A Hybrid RIA is registered as both an RIA and a broker/dealer. This dual registration allows advisors to operate both a fee- and a commission-based practice.

Why is this important?

Clients, particularly high net worth clients, are becoming more sophisticated, and their needs are becoming increasingly complex. A hybrid advisor is better suited to offer a broad range of advice-driven strategies and solutions. A hybrid advisor can provide sound guidance on all aspects of a client’s financial position, including wealth management and inter-generational transfer.

LPL Financial Across America • Independent Advisors • Banks and Credit Unions
*Based on total revenues, Financial Planning magazine, 1996-2017. **2016/2017 Kehrer Bielan TPM Survey. Based on financial institution market share.

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9200 Indian Creek Parkway
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Phone: 913-956-4000
Fax: 913-956-4015

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Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through nVisionWealth, a registered investment advisor and separate entity from LPL Financial.