Mary Smith (not the client’s actual name), an advisor for 21 years, was affiliated with a nationally known independent broker-dealer. Mary began exploring setting up her own RIA. Shortly after, she resigned from her broker-dealer and launched her registered investment advisory, Smith Planner Partners, where she managed $80mm with 200 client relationships.
Shift to Independence
By Adhesion Wealth, An AssetMark Company
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By Adhesion Wealth, An AssetMark Company