June 26, 2017
- Director, Brokerage Independence, TD Ameritrade Institutional
Independence Day, the time of the year that we pause to celebrate the courage and bravery of our ancestors who broke away to form this nation some 241 years ago. Their path wasn’t without challenge, but the result of independence continues to pay off for us all today. I can’t help but to think about the parallels that our country’s move has with financial advisers making the move to the RIA channel. My role in supporting their decision to create their own firms is one that I am very proud of. I’m no George Washington, but it gives me a smile to think of all the advisers I’ve helped make the decision to move to true independence.