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Industry * Independent Financial Planner/AdvisorRegistered Investment Advisor (RIA)Securities FirmCPA/PlannerInsuranceBankingOther
Job Description * --Please Select--Hybrid RIA (dually registered as an RIA & BD)Independent Financial Advisor/PlannerIndependent Broker/Dealer RepresentativeRegistered Investment AdvisorWirehouse/Brokerage AdvisorOther
Firm AUM * Under $1 million$1 Million - $9.9 million$10 million - $24.9 million$25 million - $49.9 million$50 million - $100 million$100 million – $499 million$500 million - $999 million$1 Billion – $ 5 billionOver 5 billion
Individual AUM * Under $1 million$1 million - $9.9 million$10 million - $24.9 million$25 million - $49.9 million$50 million - $99.9 million$100 million – $499 million$500 million - $999 million$1 billion - $5 billionOver $5 billion
Commission/Fee Structure * Fee OnlyCommission OnlyBoth Fee and Commission
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