Registered Investment Advisor (RIA)
Your preferences indicate you are best suited for working with a DBA or as your own RIA or RIA Hybrid.
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.
In-House Bank or Wirehouse
RIA Hybrid/Own RIA
Schedule a meeting with f3Logic to further discuss your opportunities and options.