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:

  • To anyone considering an MBA value of an MBA. As a longtime member of the community and someone who recently made the decision to ... "How I Got into Banking" My Background In summary, I went to a relatively unknown undergrad in New ... a university few on Wall Street have heard of and working at small institutions, there is nothing in my bio ...
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  • Join the Email & WhatsApp groups for your city Join the email list for your city to receive updates on future WSO events in your city. When ... signing up you will also receive a welcome email with a link to join your city's WhatsApp group. We ... created these WhatsApp groups with the goal of making it easier for WSO members to organize events / happy ...
  • Considering Joining the Army Reserves hours/week. I am considering joining the Army Reserves, preferably as an Officer since I will have a degree. ...
  • Small vs Large Firms: Is Bigger Always Better? an established name brand company on the West Coast and the other was a small, unknown firm back ... time evaluating me. However part of the reason I joined this firm is because if it's a success ... each of our deals as well), and of those five I am the only analyst. Our managing member, chief ...
  • Congratulations to the 2015 WSO Forum Member of the Year: DingDong08 super user @Dingdong08 for winning the 2015 WSO Member of the Year vote. Also congratulations to to ... @IlliniProgrammer ("Mr. Frugality" and 2011 member of the year) for coming in second with 14% of the vote. ... member, you are always there to offer up your quality opinions, insights and advice. We hope you continue ...
  • More suggestions...

Hope that helps.

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