We are looking to work with RIAs as an institutional money manager, so you can focus on AUM. Need a series 65 to work as a solicitor for our firm, if you want full time income or part time income making introductions, call me to talk about the opportutnity. We can work with clients at Charles Schwab and TDAmeritrade, and can help you with your practice management, best practices.
Interested in creating a RIA? We can help you with that also. We like to work with CPAs, attorneys, insurance brokers, and mortgage brokers. Give me a shout and let's talk.
Eric Follestad, CFP®
Chief Business Development Officer
Titan Capital Management, LLC
Firm Philosophy Webinar:
888-378-0777 Toll Free