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24 year old new to the site

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abd3 View Drop Down
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Joined: Oct/30/2013
Location: Ohio
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    Posted: Jan/20/2014 at 8:33pm
Mandatory first post.

I currently work in the private bank of a large bank as a wealth manager/portfolio manager but I have dreams of starting my own RIA in the next 5 years.

I have my life and health license, and am currently studying for the CFA. I passed Level I last year and am taking Level II this year. I may still consider the CFP after I'm done, but I still have 2 (hopefully) years until then.

I'm really just here to absorb as much info as possible and to hopefully learn from discussions on this board. I've begun working on the details of my business plan as well as creating some modules in excel.
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RipRock View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote RipRock Quote  Post ReplyReply Direct Link To This Post Posted: Jan/20/2014 at 8:58pm
You need a picture of an aquatic center (liverPOOL). Suarez needs to make sure his diving is top rate.

Welcome.
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noggin View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote noggin Quote  Post ReplyReply Direct Link To This Post Posted: Jan/20/2014 at 10:05pm
Welcome....
What keeps us captive are our own fears.- Moraen
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insurancepro View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote insurancepro Quote  Post ReplyReply Direct Link To This Post Posted: Jan/21/2014 at 10:14pm
Welcome
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