In The Field IAR

Already have an office of your own? Do most of your business on the road or in the home? Perfect. This solution was created with your existing business process in mind. You do not need a brick and mortar RIA exclusive office to be an IAR. Many advisors choose not to in fact, enjoying the freedom to do business where they see fit – opening up a large potential market. You can still enjoy all the benefits of associating with an established firm and the 1st mover’s advantage in your area without the effort required to start a new office.

Benefits of becoming an In the Field IAR

  • Seamlessly & effortlessly expand your business today
  • Give yourself the 1st mover’s advantage
  • Bring an established firm to your clients
  • Complete back office and compliance support