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Changing firms can be complicated. Here's what we've learned from hundreds of advisors who have changed Broker Dealers and RIAs. These resources and thought-provoking articles are intended to help you consider your future path toward changing broker dealers, joining a team, finding a successor, or launching a new RIA.

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Moving firms as an advisor, but stuck with Alternative Investments?

Financial advisors looking to move firms who have a portfolio filled with non-portable, alternative investments can find solutions with Cox Capital.