Our Firm’s Evolution: From Broker-Dealer to RIA (Ep. 79)
Many believe that the broker-dealer channel and the Registered Investment Advisor (RIA) space are the same, but this couldn’t be further from the truth. The real difference lies in their core focus — while one is geared toward sales, the other is deeply rooted in advice, impacting your investment journey vastly. Brent Mekosh walks you …
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