December 2018
Beginner
384 pages
9h 53m
English
Chapter 4
IN THIS CHAPTER
Considering the choices for working independently or for a firm
Exploring different ways to receive compensation from clients
Joining a firm that provides education and training
Gaining freedom as an independent contractor or registered investment advisor
Scoping out different firms: what to look for
As a financial advisor, you can choose to work for a mega, traditional, full-service broker/dealer, set out on your own as an independent registered investment advisor, or build a successful career at any firm along that spectrum. As you evaluate your options, consider the following key factors:
In this chapter, I lead you on a tour of various work options where you can provide clients ...