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memphis View Drop Down
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Joined: Apr/20/2020
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Post Options Post Options   Thanks (0) Thanks(0)   Quote memphis Quote  Post ReplyReply Direct Link To This Post Topic: New member
    Posted: Apr/20/2020 at 5:04pm
I got my 7/63 right out of college working on the insurance side of the industry (whole life carrier, I know). I've come a long way in the fifteen years since then, but still feel like there's a lot I have to learn. 

I recently started an independent RIA and have been very happy working in that side of the industry. Still finalizing my tech stack and finding the best route to profitability. It's been an interesting challenge.
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missionshooter View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote missionshooter Quote  Post ReplyReply Direct Link To This Post Posted: Apr/20/2020 at 5:10pm
In First.

Tell us about your AUM .

Tell us the secret to life.
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memphis View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote memphis Quote  Post ReplyReply Direct Link To This Post Posted: Apr/20/2020 at 5:19pm
My AUM is less than it should be but more than I deserve.

The secret to life is that there is no secret. Realize that, and you will finally be free. 

Anybody else want some dime store philosophy?


Edited by memphis - Apr/20/2020 at 5:20pm
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helado View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote helado Quote  Post ReplyReply Direct Link To This Post Posted: Apr/20/2020 at 6:04pm
Chris Cuomo started an RIA while was recovering from COVID-19?!
My posts are for abrasive entertainment only. Nothing posted is investment, legal, tax or any type of advice, nor is anything mentioned true or even based on real events. Posts are complete fiction.
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memphis View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote memphis Quote  Post ReplyReply Direct Link To This Post Posted: Apr/20/2020 at 6:44pm
Dammit, I’ve been outed! Really should’ve disclosed my CNN gig as an OBA, but YOLO.
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helado View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote helado Quote  Post ReplyReply Direct Link To This Post Posted: Apr/20/2020 at 6:55pm
Busted.
My posts are for abrasive entertainment only. Nothing posted is investment, legal, tax or any type of advice, nor is anything mentioned true or even based on real events. Posts are complete fiction.
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Ron 14 View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Ron 14 Quote  Post ReplyReply Direct Link To This Post Posted: Apr/21/2020 at 12:09am
Welcome memphis
You can't Kung Flu Trump out of office. Mark Cuban for President 2024.
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RIArules View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote RIArules Quote  Post ReplyReply Direct Link To This Post Posted: Apr/21/2020 at 12:41am
Originally posted by memphis memphis wrote:

Dammit, I’ve been outed! Really should’ve disclosed my CNN gig as an OBA, but YOLO.


Just clear it with your Chief Compliance Officer as you shave tomorrow morning.
Wash Your Hands and say your prayers, because Jesus and Germs are Everywhere
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