Plaza Research Houston, a local marketing research firm, is conducting a professional research study for Financial Advisors who have 2-15 years of experience and work for UBS, Morgan Stanley, Wells Fargo, Raymond James Financial, Raymond James Associates, RBC, LPL, Commonwealth, Ameriprise, or Merrill Lynch. The discussion groups and interviews will take place on Thursday, September 1st, throughout the day. The purpose of the discussion is to get feedback from a select few advisors about their views of different companies in the industry. If you qualify and are chosen to participate, you will receive $350 for 1.75 hours of your time and opinions.



We are also looking for referrals, so please feel free to forward this information along. Please note that this is a market research study and none of your confidential information will be shared.



Please answer the questions below. If you look like a match, we will contact you by telephone.



**Due to the large response to our surveys, we are only able to contact those that look like a match. Please continue to answer future studies, as you may be a match to those.