Resurgent Financial Advisors

Date Added

Name

File

3/31/2023

Client Relationship Summary

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3/31/2023

Disclosure Brochure

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Author

Title

File

Kip Caffey

Considerations For Employee Advisors Exploring Independence

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Kip Caffey

Cash and Equity Compensation In Independent Financial Advisory Firms

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Kip Caffey

Monetizing the Value of Independent Financial Advisory Firms

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Kip Caffey

Valuation, Economic Models & Equity Ownership In Independent RIAs

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Private equity capital investor

Outsourced compliance and operations support

Legal counsel, leader in securities firm expertise

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