RIA Collective

The Journey to Independence: Exploring the RIA Path with Peter Hughes

May 08, 2023 Charlie Van Derven
The Journey to Independence: Exploring the RIA Path with Peter Hughes
RIA Collective
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RIA Collective
The Journey to Independence: Exploring the RIA Path with Peter Hughes
May 08, 2023
Charlie Van Derven

In this episode of RIA Collective, our host Charlie Van Derven is joined by Peter Hughes, founder of LexAurum Advisors. They discuss the advantages and challenges of transitioning from a broker-dealer to an RIA, the importance of the Golden Rule in building a successful advisory firm, and the factors to consider when joining an existing RIA or starting your own. Tune in to gain valuable insights from Peter's experiences and learn how to navigate the path to independence.

Peter Hughes
LinkedIn
Website

Show Notes

In this episode of RIA Collective, our host Charlie Van Derven is joined by Peter Hughes, founder of LexAurum Advisors. They discuss the advantages and challenges of transitioning from a broker-dealer to an RIA, the importance of the Golden Rule in building a successful advisory firm, and the factors to consider when joining an existing RIA or starting your own. Tune in to gain valuable insights from Peter's experiences and learn how to navigate the path to independence.

Peter Hughes
LinkedIn
Website