- This event has passed.
October 2018 Firm Tour
October 11, 2018 @ 2:00 pm - 4:00 pm
Join us for our last Financial Firm Tour for 2018. This firm tour will be hosted by James Park and Ameriprise Financial Services. This tour will be located in Campbell (in the Pruneyard). Space is limited; pre-registration is required. Sign up here.
Parking: Parking is free; open parking has 2-hour limits; the parking structure in the back is unlimited.
Have you ever wondered if there was another way to run your financial planning practice? What are the various roles available within an RIA? Do you need to have a broker-dealer affiliation? What are some of the challenges of joining an ensemble firm versus starting your own?
If you’ve ever asked yourself any of these questions, the FPA of Silicon Valley has arranged RIA tours this year to give chapter members an inside look into successful firms. Each firm has graciously offered to open up their offices and their staff to share their experiences. Come prepared with questions!
Firm tours are open only to current FPA members, whether new to the profession or long-established in their financial planning careers.
To learn about FPA membership or to join, click here.