Top 5 Myths and Realities of Becoming an RIA

    Date & Time

  • This webinar is now available On-Demand.
  • Please complete the registration.

    Event Type

  • On-Demand Webinar

    Cost

  • Free

Speakers

Scott Collins
Director of Hybrid & Advisor Transitions
TD Ameritrade Institutional

 

Levi McMellian, CFP, AIF
Managing Director
CEO
CFO4Life

Robert Bartenstein
Managing Director
CEO
Washington Wealth Management

Description

Becoming an independent Registered Investment Advisor (RIA) offers financial advisors an opportunity to gain more control and flexibility over their business and client experience. And it can potentially accelerate the growth of their business—building their assets in their own firm and creating enterprise value from day one.

Yet many common preconceived notions of challenges and limitations of the RIA channel may not actually be true.

Join us as we help distinguish some of the common myths from the realities about becoming an RIA.

Webinar Registration

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