What move should I do to progress career?

Hi everyone, after a long search for a job I finally got one at LPL as CSA, I’m assisting three advisors remotely. Two of them do traditional commission based products like half insurance/half securities, one of them does actual financial planning.

I currently have my insurance license only, should I do the securities exams and then study for CFP? I’m kind of lost and overwhelmed, I do eventually want to become a financial planner.

Posted Nov 5, 2025, 11:44 PM UTC

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