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We are so much more than just a 




Anchor is hiring new associates

If you are in the need of an exciting introduction into the financial services industry with maximum growth potential please fill out the form below.  We look forward to hearing from you and will respond in a timely manner.  Thank you for considering Anchor for your new career.

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Anchor Advisory Services is your premier partner for outsourced internal wholesaling, wholesaler scheduling and support.


The dynamic team of professionals at Anchor Advisory Services will help you boost your meetings per month, increase territory sales and connect with new reps through our established sales network. Our founding partners Jim Mulligan and Steve Rokoszewski offer a combined forty years of experience in the financial industry, having raised more than $8 billion at a premier distribution company. The services Anchor Advisory Services provides were created to meet the needs of wholesalers and distributors in a more professional and cost-effective way.



Our established sales network, along with a dedicated  in-house staff, specializes in increasing sales activity and volume to a broader advisor base. Together, implementing an innovative approach and resources, productivity will increase at each phase of your business development. Let Anchor Advisory Services navigate your path to financial success.

Anchor's skilled staff will increase your calendar listing of conferences and events, which will expand and promote your presence in the industry. Let our team do the legwork and forego  losing valuable sales momentum.​​​ Learn more about Scheduling Services.


Twenty-six years in sales and distribution has provided Anchor with the insight  on operational strategies  combined with industry experience which will together  provide you with a blueprint on business expansion and improvement.  With a focus on channel strategies, product structure and sales-team design, Anchor is your valuable partner as you look to raise sales and brand awareness.


Anchor Advisory Services helps sponsors and wholesalers navigate the desirable RIA channel. Simply raising capital solely in the independent broker dealer channel hasn't produces the desired results. Our innovative approach resulted in the creation of the RIA Acquisition Group, a turnkey approach building valuable relationships in the Registered Investment Advisor (RIA) channel. We assist sponsors and asset managers in navigating this challenging, but rewarding channel and ultimately creating a more diversified, cost-effective revenue stream. Learn more about RIA Acquisition.


"It has been a pleasure to work with Kelly, and the Anchor Advisory Services Team.  Their dedication and professionalism have had a tremendous impact on our wholesaling team.  Our calendars are full of appointments with high quality advisors.  The Anchor Team has been a true partner for our business and we would recommend them to anyone considering hiring a scheduler."

Eric P.  | President, Financial Services Firm focused on commercial real estate investment products

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