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Registered Investment Advisor (RIA)

Your preferences indicate you are best suited for working with a DBA or as your own RIA or RIA Hybrid.
Overview

Highly entrepreneurial. LLC/Sub S is created and you build your own firm. Enterprise business allowing one to recruit other advisors and create varied methods of margin. Have your own ADV filed with the SEC.

Less independent

In-House Bank or Wirehouse

IAR/Regional BDs

RIA Hybrid/Own RIA

More independent

Schedule a meeting with f3Logic to further discuss your opportunities and options.