Thank you for your interest in becoming a member of the exclusive panel of RIA professionals that helps determine the monthly AdvisorBenchmarking Advisor Confidence Index (ACI). Each monthly survey has only a few questions and takes only a minute or two to complete. The results will be released to the press and quoted as a sentiment of advisor confidence from WealthManagement.com, the digital resource of REP. and Trusts & Estates.

I certify that I am a registered investment advisor (RIA)

Email Address

Name

Title

Company

CRD Number

1.Approximately how long have you been involved in the financial services industry?

Less than 1 year 1 - 4 years 5 - 9 years 10 - 14 years 15 - 19 years 20 years or more

2.Approximately how long have you been with your current organization?

Less than 1 year 1 - 4 years 5 - 9 years 10 - 14 years 15 - 19 years 20 years or more

If you have questions, please contact William O’Conor, Vice President, WealthManagement.com at william.oconor@penton.com