Currently in the process of studying for the CFP Exam which I plan to take in July. I'm currently at a crossroads in career where idk whether or not to pursue a role at an RIA or a B/D. I've been given a lot of advice, but I'm trying to find out the best way to build a book and feel like there is no better place than starting out as a bank advisor. For those out there who have built a career as an advisor, whether it was at an RIA or B/D, what was your experience like?

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I don’t have experience here, but best of luck to you!

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