AUM & NON are numbers used to calculate points for the purposes of production requirements. If an agent within your downline is a contracted RIA who receives an AUM fee, you will be credited with the points listed under "AUM". Otherwise you will receive the points under "NON".
Your Level is displayed in green.
All Other Levels are levels you may give out to prospects.
Up to 2 households can be referred in the State of Texas per advisor for investment products under the Finders license.
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While you are viewing the Portal as one of your downline agents, the recruiting link will not be visible. If you wish to send out a link, please revert back
to your portal view.