Joining or Starting an RIA Firm | Our Path From B-D to Fee-Only RIA

แชร์
ฝัง
  • เผยแพร่เมื่อ 9 พ.ค. 2022
  • Nate Condon and Clint Walkner - the founding partners of Walkner Condon Financial Advisors - dive into how they opened their own Registered Investment Advisor (RIA) firm, leaving a previous career in the broker-dealer (B/D) space. Walkner Condon's current managing partners - the firm now has seven total partners - cover the attractiveness of the RIA structure, the advantages of the fiduciary standard, and the mistakes they made along the way. They give advice to those that are looking to start their own RIAs or join an existing one. Currently, Walkner Condon Financial Advisors is a fee-only RIA located in Madison, WI.
    ✉️ youtube@walknercondon.com
    ▶ Subscribe to Walkner Condon's TH-cam Channel: bit.ly/3vQ1To4
    📞 Contact Us: walknercondon.com/contact-us/

ความคิดเห็น • 1

  • @ksss1222
    @ksss1222 ปีที่แล้ว +1

    I am an Indian resident
    If I pass the series 65 ,
    Will I be allowed to join an existing RIA become an IAR in the US ?
    My main business will be in the US