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L2016 View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote L2016 Quote  Post ReplyReply Direct Link To This Post Topic: Hello
    Posted: Nov/30/2016 at 1:13pm
Hello. I'm a financial advisor and I've been in the business for 18 years. I'm a wife, mother and grandmother, I've seen a lot and done a lot. I love my work and my clients and can't imagine having any other career. While I enjoy comprehensive financial planning, I specialize in estate planning.
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luvindy View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote luvindy Quote  Post ReplyReply Direct Link To This Post Posted: Nov/30/2016 at 1:16pm
Originally posted by L2016 L2016 wrote:

Hello. I'm a financial advisor and I've been in the business for 18 years. I'm a wife, mother and grandmother, I've seen a lot and done a lot. I love my work and my clients and can't imagine having any other career. While I enjoy comprehensive financial planning, I specialize in estate planning.

How did you find this forum?
8/31/12,Sportsfreak:
"If Barak wins this election, or appears to be clearly winning, we are all fucked. Market will tank big time."
Dow 13,090 S&P 1406
5/23/13 UC:Dow 20k before 20% crrectn Dow 15,322
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L2016 View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote L2016 Quote  Post ReplyReply Direct Link To This Post Posted: Nov/30/2016 at 1:55pm
I found this forum through a google search.
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L2016 View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote L2016 Quote  Post ReplyReply Direct Link To This Post Posted: Nov/30/2016 at 1:59pm
I may be looking to change broker dealers and I thought maybe I could gain some insight here before making that decision. It's a tough one.
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Hacksaw View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Hacksaw Quote  Post ReplyReply Direct Link To This Post Posted: Nov/30/2016 at 3:13pm
Originally posted by L2016 L2016 wrote:

I may be looking to change broker dealers and I thought maybe I could gain some insight here before making that decision. It's a tough one.

you should be able to get a lot of information on that topic if people know the bd you are at, and the ones you are looking as possible moves to.  Then throw in business information (AUM, T-12, mix of commission and fee, etc).
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