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RiaFin Planning Network - Join as an Advisor (Member)

Email

First Name

Last Name

What is the name of your firm?

How many years in financial services industry?

Please list any certifications you hold (CFP, SEBI/SEC/Other RIA, CA/CPA/CFA, etc -- or "None")

What is your certification number?

Which country do you provide financial planning services?

What city or state do you primarily work out of?

What is your GST or Sales Tax Number (if registered)?

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 any broker/dealer, mutual fund distributor?

Are you currently registered with any broker/dealer, mutual fund distributor?
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 RiaFin Planning Network?

How did you hear about RiaFin Planning Network?
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B
C
D
E
F
G
H
I

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