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Join Our Practice

At Revival Wealth, we seek to simplify the complex, offer honest advice, and help our clients navigate thru life. We have a holistic approach to meeting our clients needs and focus on building long-term, trusted relationships. Our client is our priority!  If this philosophy resonates with you, we have the best the industry has to offer, when it comes to the tools and resources you need to manage your clients' planning, risk and investment management.

Our Value Proposition

Join the Best Partner in the Industry!

Simplify first, then Grow your Practice!

Simplify first, then Grow your Practice!

Whether you are looking for the opportunity to,

  • Experience a superb OSJ, supervision, and compliance support team focused on protecting your practice and removing obstacles
  • Leverage on our reliable operational and problem-resolution team
  • Enjoy highly streamlined new business processing and monitoring
  • Ease your fiduciary burden through Securities America's open architecture, allowing you to recommend what is truly best for the client
  • Make excellence look effortless through our well integrated best-of-class planning, CRM, insurance, and investment platforms
  • Enjoy Ladenburg Thalmann's industry renowned Practice Management coaching, as well as the coaching and mentoring from your local practice manager
  • Lower your overhead and headaches by sharing facility infrastructure
  • Do away with politics

Revival Wealth is here to help!

"It was the culture that made my decision easy!  It is the people walking along side of me that have confirmed the decision to be excellent!
-- Mo Luke

Execute a State-of-the-Art Personalized Transition

Execute a State-of-the-Art Personalized Transition

Transition to a new broker-dealer and/or practice can be challenging. It takes careful planning and time. Beware of any one is telling you otherwise. 

  • Securities America, our primary partner in your transition, and Revival Wealth understand that it is a big job to move your practice and your clients. We are committed to taking the necessary steps to ensure your transition is as seamless and easy as possible.
  • You will be provided with an SAI personal transition consultant to work with you, coaching you on the best practices that fit your specific situation and your local market.
  • You will be able to take advantage of our state-of-the-art paperless on-boarding system to streamline your move.
  • Optional on-site transition planning, education and support for qualifying advisors

Every effort will be taken, working with each and every advisor, to ensure the best experience possible.

Enjoy the perks of a Top Producer Group!

Enjoy the perks of a Top Producer Group!

By joining our practice, you will,

  • Become part of one of SAI's top producer groups
  • Gain immediate access to like-minded individuals within a small community, further enhancing your ability to excel.  
  • Enjoy access to our SAI GoldStar dedicated support desk
  • Reap the rewards of our already negotiated lower platform fees


Learn what true independence can mean to your practice and clients.

Our Partners

Our Partners

Partnered with the best in the industry to provide our clients with a state of the art experience.

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Our Philosophy

Our Philosophy

Our Core Values are based on the fabric of who we are.

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Our Elements of Distinction

Our Elements of Distinction

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Our Process

Our Process

We are focused on you.  We simplify, integrate and consolidate every aspect of your financial plan.

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For more information about Securities America, our firm and the services we offer, call our office and ask for Mo Luke or send us a quick email.
We would welcome the opportunity to speak with you.

mluke@revivalwealth.com  |  704-644-3540

Schedule Now!