"I had called on several companies to get information about setting up and RIA in Florida and found the companies I spoke with to be rude and inconsistent with their pricing structures. I made one call to David Millar at Integrity Compliance and it was the call I was looking for. David was very upfront, sincere, with a great personality and a pleasure to work with. David's business name is exactly what he stands for INTEGRITY! He took the time to understand me and my business plan as well as provided me the resources and education I needed to make crucial business decisions. I'm amazed with his knowledge of the financial services business and how he plays a valuable role in your RIA business. David will take the frustration and hassles of setting up an RIA and compliance issues so that you will be confident in all you do. I feel so blessed to have met David and recommend any advisor who wants to start an RIA or needs compliance to work with David and Integrity Compliance Consulting. I always ask my clients "What's the best investment you ever made?" If someone asked me this question, my reply would be "My best investment was finding David at Integrity Compliance!"
State Adviser- Florida
Easy-RIA.com is a division of Integrity Compliance Consulting, Inc. With more than 15 years experience in Compliance and Law, owner David Millar has been assisting registered investment advisers with the registration process, as well as how to set up and maintain properly functioning compliance departments. As a team, we not only help you start up your RIA, we help prepare you for success by working closely with each client, every step of the way.
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Note: Integrity Compliance Consulting, Inc. does not provide investment advice, tax advice or legal advice.