RiaFin Planning Network - Join as an Advisor (Member)
What is the name of your firm?
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How many years in financial services industry?
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Please list any certifications you hold (CFP, SEBI/SEC/Other RIA, CA/CPA/CFA, etc -- or "None")
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What is your certification number?
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Which country do you provide financial planning services?
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What city or state do you primarily work out of?
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What is your GST or Sales Tax Number (if registered)?
Has any central or state regulatory body ever suspended, denied, or revoked your license?
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Has any central or state regulatory body ever suspended, denied, or revoked your license?
What is your compensation structure?
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Are you currently registered with any broker/dealer, mutual fund distributor?
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Are you currently registered with any broker/dealer, mutual fund distributor?
For how many years have you been registered as an RIA?
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For how many years have you been registered as an RIA?
Approximately how many clients do you have?
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Average client net worth:
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How did you hear about RiaFin Planning Network?
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How did you hear about RiaFin Planning Network?
Is there any additional information about your financial planning practice you would like us to know (i.e. your unique value proposition)? (Optional)
