financial advisor

  • June 22, 2021
  • Dana Ryan

The Reality of Owning Your Own RIA

Joe Budd, an industry veteran with nearly 25 years of experience, took on that challenge and learned firsthand the Catch-22 that is compliance. In a conversation with IAA from his office in Franklin, TN, Joe talks about his experience, the advantages of an RIA partnership over ownership, and why he loves his adopted hometown of Nashville, TN.

Read More