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Shadow’s intro

Printed From: Advisorheads
Category: Introductions
Forum Name: Greenhorn Introductions
Forum Description: MAKE YOUR FIRST POST HERE!
URL: http://www.advisorheads.com/forum_posts.asp?TID=20938
Printed Date: Mar/26/2026 at 5:06pm
Software Version: Web Wiz Forums 12.03 - http://www.webwizforums.com


Topic: Shadow’s intro
Posted By: Shadow
Subject: Shadow’s intro
Date Posted: Apr/02/2024 at 1:18pm
Hello.

I’ve been independent for about five years from Edward Jones with Cetera, and I’m looking at transition offers from a few indy B/Ds.

One of my goals is to start a RIA as an OBA and send any new business after my transition to the RIA. 

What’s your recommendations for an RIA custodian?


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