Our Influence

Evolution provides a comprehensive array of Large Enterprise/OSJ services to independent financial professionals across New York state as well as other parts of the country. 

The Evolution team has members of its executive group sit on a number of influential councils that guide the business practices, policies, and services of Securities America.

Securities America Branch Manager Council
Securities America Principles Council
National Operational Excellence Council

Our participation in these forward-thinking councils enables Evolution to:

Complimentary eBook:

Going Independent Doesn’t Mean Financial Professionals Have to Go It Alone: Top 10 Questions You Should Ask Large Enterprises/OSJs

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