RIAs, IndependentsCommented on: 3 years ago (February 13, 2012)
Most firms mark up e&o. Woodbury charges $950 per year e&o
What's Up at Firms?Commented on: 3 years ago (September 9, 2011)
Probably right on payout, but its the freedom to choose how you run your business that is the draw of Indy bd's. I don't doubt Jones' efficiencies, but some folks want the freedom to operate...
What's Up at Firms?Commented on: 4 years ago (July 12, 2011)
"SA/Woodbury/NEXT: I just feel there's much better choices for these individuals. THere are IBDs out there with much less exposure to "toxic" product and much more to offer, in general."Rycruiter...
What's Up at Firms?Commented on: 4 years ago (June 15, 2011)
Interesting. Website looks too "Wal-Mart" for me...
ClientsCommented on: 4 years ago (April 15, 2011)
Is the CPA securities licensed? If he is, clearly he's trying to get some business. If not, tell him to quit practicing without a license.