Prudential Advisors 
1099 Advisor
Business Model

When you choose to be independent with Prudential Advisors, you choose the products and services you position to your clients while keeping more of the revenue you generate. Download our flyer to learn more about this business model.

On anything you sell, with no quotas or the requirement to sell insurance products.

0.9 million leads were distributed to our financial professionals in 2023.* On average, our leads program generates an additional $24,900 GDC per financial professional.*

Business consultants who provide support for financial planning, teaming, investments, and more.

Three programs to choose from, all designed to position you for success with your clients.

2023 Combined GDC

Diversified business. More growth potential.

No two practices are the same, so choosing a model that aligns with your personal and business goals should be the baseline. When you choose to be independent with Prudential Advisors, you’re free to run your business how you want to – you choose the products and services you position to your clients while keeping more of the revenue you generate.

Positioning Yourself For Success

Investment Advisory Programs

PRUCHOICE® Non-discretionary mutual fund and ETF investment wrap-free program where client makes all investment decisions related to the program.

PruStrategist Portfolios® Discretionary model-based investment wrap-free program featuring a menu of investment options for tactical, strategic and dynamic investment strategies.

PruUMA® Discretionary “Unified Managed Account” program offering a combined portfolio of investment products, allocated according to an asset allocation model designed by PFPS, through its IARs, and is implemented by an overlay manager.

 

How can we help?

Ready to start or continue your journey of independence? We’d love to learn more about your goals. Schedule a confidential discovery call to help you explore whether Prudential Advisors is a good fit for you.

 

Footnotes

*As reported by Prudential Advisors Planning & Analysis team. GDC means “Gross Dealer Concession.”

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