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Registered Investment Adviser Consulting

$35/hr Starting at $105

I am a former lawyer and current RIA owner that consults with advisers leaving their existing broker-dealer. I know how much time and preparation it takes and what systems you need to go it in place before you go off on your own.

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$35/hr Ongoing

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I am a former lawyer and current RIA owner that consults with advisers leaving their existing broker-dealer. I know how much time and preparation it takes and what systems you need to go it in place before you go off on your own.

Skills & Expertise

ConsultantFinancial AdvisoryRia

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