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Greetings

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cardinal23 View Drop Down
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Joined: Oct/22/2018
Location: NY
Status: Offline
Points: 13
Post Options Post Options   Thanks (0) Thanks(0)   Quote cardinal23 Quote  Post ReplyReply Direct Link To This Post Topic: Greetings
    Posted: May/31/2019 at 2:07pm
Thanks, I appreciate it
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Craig78738 View Drop Down
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Joined: Sep/19/2018
Location: Austin
Status: Offline
Points: 164
Post Options Post Options   Thanks (0) Thanks(0)   Quote Craig78738 Quote  Post ReplyReply Direct Link To This Post Posted: Oct/22/2018 at 3:34pm
Originally posted by cardinal23 cardinal23 wrote:

Hello everyone.  I am new to this board.  I am a planner/tax prep in NY (CFP(r) and EA).  I am looking increase my AUM.

Welcome!! Best of luck!

Craig Andrews

Ask me how I helped a RIA achieve their best sales year in 14 years.
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cardinal23 View Drop Down
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Joined: Oct/22/2018
Location: NY
Status: Offline
Points: 13
Post Options Post Options   Thanks (0) Thanks(0)   Quote cardinal23 Quote  Post ReplyReply Direct Link To This Post Posted: Oct/22/2018 at 3:32pm
Hello everyone.  I am new to this board.  I am a planner/tax prep in NY (CFP(r) and EA).  I am looking increase my AUM.
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