Real Estate Advantage State Availability

State Availability
Green States No additional requirements other than licensing.
Blue States Up to 2 households can be referred in the State of Texas per advisor for investment products under the Finders license.
Yellow States All submissions must be $1M or more to be considered. All submissions are subject to Home Office approval.


Please note that securities licensed individuals must disclose their outside business activity on their U-4 or from ADV and provide a copy to AAI. Alternatively, Series 65 licensed RIA's may choose to charge a fee to their clients and receive no marketing fee from AAI.

*RIA's can only charge a fee in the state of Texas, no other transaction based compensation can be paid unless the RIA is dually licensed with a Broker Dealer.