If you are a Transitional Wealth Planner with a more sophisticated client base that demands a more robust offering including complex and holistic financial planning and are looking for a more advanced investment product platform to support that financial plan, then a B/D with a corporate RIA may be the best choice for you.
*Transitional Wealth Planners focus on the following transitional events: retirement, inheritance, change in marital status, relocation, loss of a loved one, sale of a business.