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Which firm to use

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Jan 13, 2010 7:07 am

HalleRae

Joined: 2010-01-13Offline

Hello Everybody,

  My question is, I live in Chicago, have been a RR for 26 years.  My production has fallen off lately because of the market, etc...  I need to find a firm to keep my license with that does not have a minimum production requirement.  I have a few big clients that I will be doing retirement planning with but I need to get a break from the production push.  Anyone have any suggestions??  Thank you in advance.
Jan 13, 2010 1:45 pm

FVDA_Trade-PMR

Joined: 2008-09-24Offline

You might want to consider the RIA Route which does not have the typical production requirements standard in the BD world.