Trusted Visions Placement & Consulting
Financial Services • 
Magnolia, Texas, United States • 1-10 Employees
Company overview
| Headquarters | Magnolia, Texas, United States |
| Phone number | +14804305012 |
| Website | |
| NAICS | 52 |
| Keywords | Financial Services, Recruiting, Consulting |
| Founded | 2019 |
| Employees | 1-10 |
| Socials |
Key Contact at Trusted Visions Placement & Consulting
Jeremy Belfiore
Chief Executive Officer
Trusted Visions Placement & Consulting Email Formats
Trusted Visions Placement & Consulting uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@trustedvisions.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@trustedvisions.com | 66.7% |
{first name} | john@trustedvisions.com | 33.3% |
About Trusted Visions Placement & Consulting
Trusted Visions Placement & Consulting was founded in 2019 after serving in the financial services industry for nearly 20 years. Based out of Dallas, Texas we have worked with 1000's of advisors, RIA's, OSJ's and broker-dealer professionals throughout our career. We offer unique options for those looking to go independent, start their own RIA, or be fee-only. We strive to exceed your expectations and understand the importance of your next broker-dealer partner. Services offered by Trusted Visions: - Financial Advisor broker-dealer placement - OSJ recruiting - Consulting services to recruiting OSJ's, broker-dealer leadership, financial professionals, or unique service organizations. - Placement services for financial professionals - Mergers and acquisition Please contact us today at 214-513-9305 or info@trustedvisions.com Visit our website for the latest blog topics in the industry or more information about our process for finding the best possible broker-dealer option for you, your clients, and your family.
Trusted Visions Placement & Consulting revenue & valuation
| Annual revenue | $171,110 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $547,552 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Trusted Visions Placement & Consulting has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Trusted Visions Placement & Consulting has never raised funding before.
Trusted Visions Placement & Consulting Tech Stack
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Frequently asked questions
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