Guest toddez Posted May 13, 2011 Posted May 13, 2011 I currently work in the TPA division of a CPA firm. I used to be a licensed broker, but my licenses have since expired. I am interested to re-licensing so I would be able to share in the commissions in order to offset plan administration costs. Since my firm isn't a broker/dealer firm, I'm not sure what I would need to do or if I could even attain my licenses. At this point, I'm still just exploring the idea, but I would love to hear your thoughts on what it would take to become a broker dealer and/or partner with a broker dealer.
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