Selection Process

Quality Over Quantity

At GWM Advisors we strive to be comprised of independent financial advisors that go the extra mile for their clients. Our advisors endeavor to better themselves and deliver professional service at the highest levels. Not every advisor that wants to affiliate with GWM Advisors gets to do so. All prospective advisors must first pass through a dual due diligence screening process done by both LPL Financial and GWM Advisors.

After passing the due diligence screening, the GWM Advisors Affiliation Board interviews each candidate advisor in length to determine if they will be a good fit. Our goal is to be comprised of only the top practioners in our field. All GWM Advisors must share the passion and belief that the client’s needs come first.