At IWG we are dedicated to mentorship and team oriented financial planning. We lean on one another's expertise in order to provide our clients with the best possible financial advice. We look forward to working with you!

Investment Advisors Representatives (IAR)


  • Assets Under Management - Above $2,000,000

  • Licenses: Series 65 or equivalent & General Lines - Life, Accident, Health & HMO's

  • Location: Texas Licensed Advisors

  • Years of Experience: + 2 years 

Insurance Agents

  • Entry Level Position: No prior experience required.

  • Preferred Licenses: General Lines - Life, Accident, Health & HMO's | P&C License

  • Location: Texas Licensed Agents

RIA's: Selling or Succession Planning

At IWG, we understand how important your clients are to you. We will ensure the same level of service and care is given to your clients when you decide to retire or explore other options. Give us the opportunity to share our process and methodology.

IWG's Affiliates