Contact info:
Main point of contact: Brad Wales
Cell: 727-504-6627 (call or text)
Email: brad @ TransitionToRIA.com
Time Zone: Eastern Standard Time
Availability: Feel free to call/text/email as needed.
Company Info:
Company name: Transition To RIA
Website: TransitionToRIA.com
Location: St Petersburg, FL (though operate nationwide)
Founded: 2020
Purpose: Consulting firm providing financial advisors with everything they need to know about why and how to transition their practice to the RIA model.
*RIA stands for Registered Investment Advisor.
Bio:
Brad Wales is the founder of Transition To RIA, a consulting firm uniquely focused on helping established financial advisors understand everything there is to know about WHY and HOW to transition their practice to the Registered Investment Advisor (RIA) model. Brad utilizes his 20+ years of industry experience, including direct RIA related roles in compliance, finance and business development to provide independent advice regarding how advisors can benefit from the advantages of the RIA model.
(When possible, please link the above reference to “Transition To RIA” to https://transitiontoria.com)
