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Updated almost 2 years ago on . Most recent reply

User Stats

184
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165
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Troy P.
  • Investor
  • Baton Rouge, LA
165
Votes |
184
Posts

Has anyone used Regdee to become accredited?

Troy P.
  • Investor
  • Baton Rouge, LA
Posted

Hi all,

I was curious if anyone has used Regdee to gain their accredited status.  For those not familiar, they guide you down the path of taking the Series 65 Investment Advisor exam and handle all of the legalities, filings, and upkeep for maintaining an Active status within their own advisory firm.  It seems like a very complex process to do on your own but wanted others' advice/thoughts on whether this is worth 500/yr.  I'm tired of playing speed date with sponsors only to never be contacted with any deals as a non-accredited investor.  TIA

Most Popular Reply

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18,283
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15,696
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Chris Seveney
  • Investor
  • Virginia
15,696
Votes |
18,283
Posts
Chris Seveney
  • Investor
  • Virginia
ModeratorReplied

@Troy P.

With the advent of regulation a+ offerings there are a ton of deals and sponsors in real estate and others that you can invest in.

As an example dalmorefg.com is one of the largest B-D firms for these offerings and they have hundreds of offerings.

  • Chris Seveney
business profile image
7e investments
5.0 stars
16 Reviews

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