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Date & Time
- On-Demand Webinar
Director of Hybrid & Advisor Transitions
TD Ameritrade Institutional
Levi McMellian, CFP, AIF
Washington Wealth Management
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.