Aug 26, 2009 #31 DHK RFC®, ChFC®, CLU® 5000 Post Club 11,266 Southern California In most states, if you get the ChFC, you don't need the Series 65 as the ChFC is usually an "exempt" designation for filing as an RIA.
In most states, if you get the ChFC, you don't need the Series 65 as the ChFC is usually an "exempt" designation for filing as an RIA.
