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Shadow’s intro

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Joined: Apr/02/2024
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    Posted: Apr/02/2024 at 1:18pm

I’ve been independent for about five years from Edward Jones with Cetera, and I’m looking at transition offers from a few indy B/Ds.

One of my goals is to start a RIA as an OBA and send any new business after my transition to the RIA. 

What’s your recommendations for an RIA custodian?
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