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mrliebs View Drop Down
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Joined: May/13/2017
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    Posted: Jun/19/2020 at 3:21pm
Hi Folks! Thank you for having me here. I am a Registered Investment Advisor located in the Bay Area of San Francisco. I launched my own firm in 2017 after having spent 15 years at a mid-sized RIA. I am interested in growing my practice and look forward to all the great wisdom you have!

Cheers!
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Moraen View Drop Down
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Joined: Mar/09/2010
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Moraen Quote  Post ReplyReply Direct Link To This Post Posted: Jun/19/2020 at 3:30pm
In first!
I come in peace. I didn’t bring artillery. But I’m pleading with you, with tears in my eyes: If you fuck with me, I’ll kill you all. - General James Mattis

Fiduciary as Fuck - iMo
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Hacksaw View Drop Down
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Joined: Mar/27/2010
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Hacksaw Quote  Post ReplyReply Direct Link To This Post Posted: Jun/19/2020 at 4:56pm
Welcome. Why’d you leave the RIA you were with?
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mrliebs View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote mrliebs Quote  Post ReplyReply Direct Link To This Post Posted: Jun/22/2020 at 1:41pm
Thanks Hacksaw. It was time. Firm was going in a direction I didn't agree with (New CEO) and I was ready to take my shot.
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