How to Choose Firm

or Register to post new content in the forum



  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Mar 8, 2017 12:20 am

Hello all! I just passed my series 65 today and also have my insurance license. As I consider which firms in town are the best fit for me, I was wondering what everyone's experience was. How did you choose your financial planning firm?

My personal situation is that I have 34 and have been working as a consultant for the past 8 years but was looking for a change when we moved. It seems like most new people here (in the greater Dallas area) work for New York Life or Edward Jones but I don't know if I am missing something that I should look out for.

Thank you you all for your opinions on the matter and sharing your experience.