Related Posts
Anyone know of a good tutor for CFP exam? Thx.
Best study guide for CFP?
More Posts
anyone gonna buy any calls before market close?
WPF merging with Alight Solutions!
Is it weekend yet? 🥱

Find your Halal Partner today 😂

Additional Posts in Financial Advisors
Wells Fargo merger news. What’s it mean?
What is a deeply held truth that you believe?
Best technology to use that LPL has?
Any body have feed back onSecurities America ?
Anyone knows about the base for chase PCA?
New to Fishbowl?
unlock all discussions on Fishbowl.




That definitely needs to be recorded as an OBA.
I understand it needs to be an OBA but does it present a conflict of interest?
What type of compensation level would each of those positions pay?
Your firm would likely consider it a conflict
It wouldn’t necessarily be a conflict. He could contract you through a financial planning agreement at your current firm. Make your current firm ok the comp.