Looking to offer banking solutions to your clients? Find the solution that is right for you through our industry partners – available through your Carson Coaching membership.
PPC LOAN is a conventional lender providing customized cash-flow lending solutions to Independent Investment Advisors and RIAs for acquisitions, mergers, partnership buy-ins and buy-outs, equity purchases, succession plans, and refinances. Dedicated to your ongoing success, PPC LOAN is a relationship lender that serves as a long-term capital partner to advisors.
Live Oak Bank
Live Oak will support you with customized loan products focused on your success. Our experts embrace a creative approach to solving problems and surpassing goals.