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RiaFin Network - Join as an Advisor

Email

First Name

Last Name

What is the name of your firm?

How many years in financial services industry?

Please list any designations you hold (CFP, SEBI RIA, CA, CFA, etc -- or "None")

What city or state do you primarily work out of?

What states are you registered in (GST)?

Has any central or state regulatory body ever suspended, denied, or revoked your license?

Has any central or state regulatory body ever suspended, denied, or revoked your license?
A
B

What is your compensation structure?

Are you currently registered with a broker/dealer?

Are you currently registered with a broker/dealer?
A
B

For how many years have you been registered as an RIA?

For how many years have you been registered as an RIA?

Approximately how many clients do you have?

Average client net worth:

How did you hear about Ria Financial?

How did you hear about Ria Financial?
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B
C
D
E
F
G
H
I

Is there any additional information about your practice you would like us to know (i.e. your unique value proposition)? (Optional)