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Anyone have the CTFA designation?
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Anyone have the CTFA designation?
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Left and didn’t have issues from EDJ. Follow the rules and you are fine.
I can have a detailed conversation with you about this. Please reach out to me. David@thearcfirm.com.
I left, and have helped about a dozen other advisors leave. I can help you. Send me a message if you want to discuss further.
Just out of curiosity what level are you?
Left 5 years ago. Never had an issue.