{ "media_type": "text", "post_content": "I’m trying to get a better understanding of the pros and cons of the various Broker-Dealers who offer an Independent channel option. The ones I would like to hear the most about from you that have experience with them are Raymond James, Wells Fargo FiNet, LPL, Commonwealth, and Cambridge. If I ever make the change I would need to be dually registered.", "post_id": "617e08c512272e002ddfbf45", "reply_count": 4, "vote_count": 3, "bowl_id": "599feb177c057d0010be0554", "bowl_name": "Financial Advisors", "feed_type": "bowl" }

I’m trying to get a better understanding of the pros and cons of the various Broker-Dealers who offer an Independent channel option. The ones I would like to hear the most about from you that have experience with them are Raymond James, Wells Fargo FiNet, LPL, Commonwealth, and Cambridge. If I ever make the change I would need to be dually registered.

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We have help about a dozen Edward Jones advisors (including myself) leave and join Raymond James. I feel like it’s the best option because they have all the resources of a wirehouse, and spend money on technology like a wirehouse, but give you the ability to be independent. Happy to discuss off-line if you want to reach out.

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Drop me a line privately at david@thearcfirm.com. There is confusion between the BD part of the business and where you want to have your advisory business. I can walk you through it.

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Feel free to reach out 205-218-6962

I recently moved from WFA to RJ - and went indie. It’s very different and it takes a little getting used to. I was W2 and now I’m 1099. I affiliated with a group so it made the transition easier. The culture at RJ is similar to what I had at Pru years ago. It’s a nice firm with really nice people

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14:36 gmt 😀

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But once again not posting

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Has anyone know about Maven Wave Partners? Just got an email from the recruiter about a position

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Is leaving a big firm after only a year too soon? Offer from boutique firm with a salary bump of almost 40%

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End of year travel stats? 130k on United 50k on southwest 105 SPG nights 25 Marriott nights Cheers to 2018!

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PwC folks. Bonus time is coming. Are you adjusting your 401k and how?

Leaving my position @ Big 4. I want to list some of my engagements on my LI profile, and get some recs from clients who liked me. Thoughts on posting client names or refs?

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Why didn't you go into banking? I'm sure most people here had the opportunity to do both. In my case, culture was just not a fit whatsoever.

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When my MD says the project was extended until Dec 24th

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So, OMG, going up for manager is harder and takes more work than applying for a new job.

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The thing Up in the Air got so right was how empty you feel when you achieve "goals" like various status levels. Worked to get Delta Platinum, got it, feel worse.

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Does anyone have TMJ? And have gotten Botox to relieve symptoms

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I’m thinking of getting a dog (not a super young puppy, probably at least a year or two old). Was hoping to get some advice. I generally WFH but go into the office a few times a month and probably travel a week every two months. What are the good options to make sure my pet is taken care of if I have no local family or friends to look after them?

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Does Deloitte offer year end bonus?

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