The purpose of this research is to provide readers with a comprehensive understanding of dually registered financial advisors (sometimes called hybrid advisors). Dually registered financial advisors maintain a series seven license at an independent broker/dealer and have their own Registered Investment Advisor (RIA). This research provides a top down view of the market. This research is part of Tiburon's broader coverage of independent advisors.
Historical Phases
This research addresses the key historical phases of dually registered financial advisors, including:
- Early Phase
- Middle Phase
- Recent Phase
This research addresses the market growth and leading firms.
Market Segments
This research outlines the key segments of dually registered financial advisors, including:
- Market Segment #1
- Market Segment #2
Future Predictions
And this research makes several future predictions for dually registered financial advisors, including:
- Substantial Market Growth for Dually Registered Financial Advisors
- Increasing Regulation