The Fusion Broker-Dealer Evaluation Scorecard allows you to compare three broker-dealers side by side across a comprehensive list of features and characteristics. This list can also serve as your due diligence check-list as you are gathering information about a firm.
To get started, simply click on the link below.
Please note, to help you begin the process, we have completed a column with what we believe is an objective view at Fusion’s overall score. You can overwrite any of the data we have included. The remaining two columns have been provided so you can enter data about the other broker-dealers you have selected to evaluate.
We hope you find this tool to be a valuable resource during your due diligence process. If you have questions or comments, please feel free to contact Alicia Fryc directly at 914-909-1510 or afryc@fusionadvisornetwork.com.
Fusion offers a sophisticated tool for comparing the economics of a broker-dealer deal.
To receive a copy, please contact Alicia Fryc, National Director of Growth and Business Development, at 914.909.1510.
Securities and Investment Advisory Services offered through NFP Securities, Inc. Member FINRA/SIPC. NFP Securities, Inc. is not affiliated with Fusion Financial Group or Fusion Advisor Network. NFP Securities, Inc. does not offer tax or legal advice.
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