Join PIA
We provide the supervision and support our advisors and financial professionals need to deliver top-quality services to their clients. we focus on the on the nitty gritty details, so you don't have to.
We are always interested in speaking with licensed professionals who are driven, detailed, organized, and thrive on independence.
We have advisors and clients across the country, and would be happy to speak with you regardless of where you are located.
Start a conversation about joining Protected Investors of America (PIA) by clicking below, or scroll to learn more about our services.
Learn about the variety of ways our team can help you:
Business planning
We provide insights, resources and opportunities to plan for your business. This includes continuity planning, succession planning, and building your practice.
Coaching and consulting
Let us help you get to where you want to go. We have resources at PIA and through our broker dealer, Cambridge Investment Research, Inc., that can help you in your journey.
Technology
Our advisors manage most of their own technology, however the PIA home office is skilled at providing quick fix support, “how-to” guidance, and manages some software for all of our advisors, including secure email systems.
Client Solutions and Support
Need a sounding board for your ideas? Feeling out of your depth? Wondering what your next move should be? Our team is here for you and can always help point you in the right direction.
Training
All new financial professionals, advisors, and their staff receive virtual and personalized training from our experienced home office professionals. We’ll guide you through the onboarding process and put countless resources at your fingertips.
Compliance oversight
Our supervisors provide trade approvals, new account approvals, compliance research, annual audits, email surveillance, and several other services that help ensure your practice is operating in tip-top shape.
Exclusive quarterly meetings & events
We host quarterly events for our advisors where they can learn about product and industry updates, earn CE credits, and enjoy each other’s company.
like-minded peers
PIA advisors and financial professionals pride themselves as being inclusive, ESG-focused, and of the highest integrity. Above all else, they are hardworking people who care about their clients.
