Just passed 65, now what?

3 replies [Last post]
puts's picture
Joined: 2010-11-23

Ria in a box? discount group?Anyone use Etrade as thier custodian? Thanks puts

FVDA_Trade-PMR's picture
Joined: 2008-09-24

TradePMR has had a veyr long standing referral partnership with RIA in a BOX.  I know Zachary Gronich well and they are a good organization.  As far as custodians, best to shop around and find the best "fit" particularly their services and technology.  I've heard good things about E-Trade from some.Attached is a sample checklist you might find useful as you plan your new adventure as an RIA!  Best wishes to you and your family.

squash2's picture
Joined: 2010-03-09

I don't think E-trade offers custody service

drk_999's picture
Joined: 2010-12-28

If you want it cheap, I would also recommend Peter Mcphee for application. I just got it approvedPeter McPhee, 208-773-5601 (summer) 757-220-2166 (winter).

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