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What are everyone’s 5 year goals?
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Steven@DawsonPrivateWealth.com
I was affiliated with Ameriprise and Raymond James.
We can chat offline
I’m in the same boat asset wise. At wirehouse and looking at all options. Leaning towards RayJay with LPL a close second
I’m happy at RJ, picked them over Lpl. Avg FA at RJ vs avg at Lpl is much closer to your current numbers
Most people don’t think about MassMutual in the investment space but we have a very robust open arch platform.
That’s a great list to start with but a common mistake. There are a lot of advantages to smaller independents in flexibility, comp control and most importantly connectivity. Remember your running a business as who supports you and their accessibility is key. Happy to help