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05-19-2018, 11:25 AM
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Soaring Eagle member
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Join Date: Feb 2015
Posts: 2,467
Thanks: 3
Thanked 2,663 Times in 941 Posts
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Quote:
Originally Posted by dewilson58
If an advisor has access to your funds, my conservative position is........he/she should be part of a good firm.
Not all independents are bad...........just more security with a backing of a larger firm.
You may never know the real reason he is going independent after 20 years.
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Agree with this.
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