Oct 28, 2011
John Valentine has a NFL and Chevron-heavy client list but his RIA's growth was modest -- until now
The San Ramon, Calif. firm is getting down to the nuts and bolts of expansion and switching to a fee-only model
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The San Ramon, Calif. firm is getting down to the nuts and bolts of expansion and switching to a fee-only model
The Industry Sourcebook for RIAs