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Apr 15, 2013 5:56 pm


I'm curious who here has used RIA-in-a-box and any similar groups? What were your experiences, would you do it differently if you were to do it again? I've heard some positive things about RIA in a box but no comments with much depth regarding the full experience. 



I'm going independent soon and trying to decide which route to take and if $2800-3000 is absolutely worth it if i'm trying to be as lean as possible with this startup.  I also dont want to cut corners and end up with a big compliance mess at the end of the year. 



Comments? 

Sep 9, 2013 2:18 am

Which program did you choose and how did it work for you?