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Advisor In Transition Firm Enrollment
To complete your enrollment in Advisor in Transition, please answer all of the questions below. Your answers will be used to compile your firm profile which will be provided upon request to breakaway advisors.
1.
Please provide the following information
Firm
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This question is required
Firm URL (Use 'http://www.____.com' format)
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This question is required
First Name
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This question is required
Last Name
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This question is required
Title
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This question is required
Telephone - (Use '000-000-0000' format)
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This question is required
Email
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This question is required
Zip code of your office
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This question is required
2.
Which of the following best describes your firm's business model?
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This question is required
Bank
Full Service Firm
Independent Broker-Dealer Firm
Registered Investment Advisory Firm
3.
Do you allow advisors to own their own independent RIA?
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This question is required
Yes
No
4.
Where is your business concentrated? (Check all that apply).
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This question is required
Northeast
Southeast
Midwest
Rockies
Pacific Northwest
Southwest (including California)
International
5.
How many professionals do you have in your firm?
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This question is required
1-10 professionals
11-25 professionals
26-50 professionals
51-100 professionals
101-500 professionals
500+ professionals
6.
Pershing makes no representation regarding the individual advisors or the information he/she submits. Pershing is functioning solely as a provider of contact information. You understand that your contact information may be provided to individual advisors. The information provided above will be compared with the individual advisor responses so that only advisors who submit information that match your profile answers above will receive your profile information.
*
This question is required
I agree to the above disclaimer
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