How to Start an Investment Firm

This article was co-authored by Chad Seegers, CRPC®. Chad Seegers is a Certified Retirement Planning Counselor (CRPC®) for Insight Wealth Strategies, LLC in Houston, Texas. Prior to this, Chad worked as a Private Wealth Advisor for Sagemark Consulting for over ten years, where he became a select member of their Private Wealth Services. With over 15 years of experience, Chad specializes in retirement planning for oil and gas employees and executives as well as estate and investment strategies. Chad is a supporting member of the World Affairs Council and an emerging leader with the Global Independence Center (GIC).

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If you like to invest, you can wait to be hired by a hedge fund or start your own investment company. Investment companies purchase securities issued by companies, and they also issue securities which their clients buy. Depending on your jurisdiction, you might need to register with several government agencies. You should work with a lawyer to identify all requirements. Starting an investment company is a lot of work but is definitely doable. [1] X Trustworthy Source Investor.gov Website maintained by the Securities and Exchange Commision’s Office of Investor Education and Advocacy providing free resources about investing. Go to source

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