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First Name
*
Last Name
*
Email Address
*
Phone Number
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Are you currently 65 licensed?
Yes, and I'm an IAR under someone else's RIA
Yes, and I own an RIA
No
No, but I'd like to get my 65
How much AUM do you have?
None
Under $3 million
$3.1-$10 million
$11-$20 million
$21-$50 million
More than $50 million
What are you looking for in an RIA?
Top notch investment offering
Tactical strategies that work!
Help get me out of dealing with compliance
Comprehensive case design (AUM, insurance, annuities, etc)
Marketing Help
Potential Equity Ownership :)
Other
Are you actively looking for a new/better RIA to work with?
Yes
Yes and I'd move ASAP if I could find one
Yes, and I'd move within 3-6 months
Not really but you never know
No
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