An Inside Move from IBD to RIA: $300mm Advisor on Becoming “More Independent” at Commonwealth
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Andy Harris of Evergreen Wealth Solutions describes his journey from building a business at ING, transitioning to an IBD at Commonwealth Financial Network, and later sliding over to their RIA platform, with key learnings about both models.
An Inside Move from IBD to RIA: $300mm Advisor on Becoming “More Independent” at Commonwealth