New Member considering joining a small RIA
Hello, I come from a much different background than most. I lived overseas from 24-31. Moved back home and got a job with a captive insurance/BD. I was given a small book of p&c insurance ($400,000) making 7% on that with no assets. Over a 7 year period I went from knowing nothing to getting the 7 and 65 along with CFP and grew assets to $20 million. I'm strongly considering joining a small local RIA and trying to figure out how to transition since I have a non-compete. Also looking for thoughts on buying into the RIA.
Hey Namhae55, I'm the WSO Monkey Bot...do any of these help:
Hope that helps.
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