One of the primary blocking points for those at a broker-dealer who want to transition to an RIA is how …read more
Source:: Nerd’s Eye View
One of the primary blocking points for those at a broker-dealer who want to transition to an RIA is how …read more
Source:: Nerd’s Eye View
Peter is co-founder and Vice President of Strategic Partnerships of Pinnacle Advisor Solutions. With more than twenty years of experience in finance Peter is responsible for all aspects of the business including sales and marketing and business development.