In process of transitioning. Currently an FA under a b/d similar to EJ model and have 8yrs of experience. I’ve contemplated going completely independent and I’m not oppose to that but a little nervous to make the jump. LPL and Cetera have reached out regarding me potentially joining an RIA. And now I have an offer on the table for a bank advisor role with a credit union. I’m unsure of which route I should go and want to see if others have experienced this decision? Thoughts?

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Posting as :
works at
You are currently posting as works at

If your interested in transitioning to a growing B/D 30+ billion in AUM send me a PM. Depending on area, and AUM opening a branch or joining an existing one is an option

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I sent you a DM but incase you are new here call or text me anytime 205-218-6962 - Kristy

We help advisors transition to supported independence, meaning we handle their supervision, provide on-site transition support, and ongoing business consulting. Also have a network of other advisors and staff to interact with, as well as virtual administrative support. We are also with a large BD, so you wouldn’t have to go straight RIA, and could choose how you work with your clients. Let me know if you would like to visit further.

Appreciate the follow ups. I’d be interested in institutional opportunities within WF or CITI if anyone has any points of contact

I’m with an osj at Lincoln financial. If you want to chat shoot me a message.

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