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Would this be legal?

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Jun 18, 2020 12:43 am

Hello ladies and gents,


I work for an IRA, have my 66 and a CFP. I was offered to do some consulting - read - build financial plans for another advisor. I have the time and wouldnt mind to take on some project work, but I am not aware if I am legally allowed to do so without violating some rules. It would essentially be Independent contract work I would do over weekends or after work.


Could anyone shed some light on this please?