"Let us handle the letters and forms to transfer the accounts to you!"

BTS is designed to help your brokers become productive immediately. Most importantly BTS will decrease the level of anxiety in making the change for both you and your producer. I am committed to offer outstanding service and will work tirelessly to complete the required account transfer paperwork.

I have spent the last 27 years in the brokerage industry. As a Vice President I was responsible for the supervision of the daily activities of 70 branch offices and I am very knowledgeable about the overall industry. In addition to these responsibilities, I was involved in the physical opening of over 100 new offices and worked with hundreds of new investment brokers who chose to transfer from other firms. Through this process I understand the importance of timeliness and of maintaining extreme confidentiality. BTS is poised to facilitate the transfer process with ease.

If I can be of service to you please contact me at (636) 527-9380.

Sincerely,

Lynda Baker
President & Manager,
BTS, LLC