Mindy Diamond: The Evolution of an Independent Practice
David Pulcini of SixPoint Financial Partners discusses his path from insurance broker/dealer to independent B/D, and ultimately on to hybrid RIA, RFG Advisory.
Source: wealthmanagement.com
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David Pulcini of SixPoint Financial Partners discusses his path from insurance broker/dealer to independent B/D, and ultimately on to hybrid RIA, RFG Advisory.