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Work in Indy

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Rhys View Drop Down
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Joined: Sep/18/2014
Location: Silicon Valley
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Rhys Quote  Post ReplyReply Direct Link To This Post Topic: Work in Indy
    Posted: Sep/18/2014 at 7:21pm
I'm a young aspiring financial planning assistant, soon to be adviser, and also handle all the technology at the firm I work for. In addition I help prepare tax returns. 

Looking forward to meet like minded people!Star
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Crimson View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Crimson Quote  Post ReplyReply Direct Link To This Post Posted: Sep/18/2014 at 7:23pm
So you're an aspiring FP assistant, or you're already an assistant? Or do you mean that you're a FP assistant with aspirations?

And you're in Silicon Valley? What a place to start a practice.
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Rhys View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Rhys Quote  Post ReplyReply Direct Link To This Post Posted: Sep/18/2014 at 7:34pm
Originally posted by Crimsonleg123 Crimsonleg123 wrote:

So you're an aspiring FP assistant, or you're already an assistant? Or do you mean that you're a FP assistant with aspirations?

And you're in Silicon Valley? What a place to start a practice.

I'm currently an assistant/paraplanner. Thanks for the welcome to the forum. 
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Iamlegend View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Iamlegend Quote  Post ReplyReply Direct Link To This Post Posted: Sep/18/2014 at 8:39pm
Welcome
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ClarenceBeeks View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote ClarenceBeeks Quote  Post ReplyReply Direct Link To This Post Posted: Sep/18/2014 at 8:43pm
Dude, stay in California.  Don't move to Indy.  It's cold.  You're welcome.
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DaveW View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote DaveW Quote  Post ReplyReply Direct Link To This Post Posted: Sep/18/2014 at 8:49pm
It's spelled AdvisOr.
 
 
"80% of lottery winners go bankrupt because 100% of lottery players are retarded."
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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: Sep/18/2014 at 8:53pm
Actually, the 1940 act spells it with an "e". So Rhys is just showing that he is ethical.
Is it too late to exhume Ken Starr?
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Guests View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Guests Quote  Post ReplyReply Direct Link To This Post Posted: Sep/18/2014 at 10:09pm
Do you have any clients or did Wealthfront and Betterment take them all?
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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: Sep/18/2014 at 10:14pm
Originally posted by helado helado wrote:

Do you have any clients or did Wealthfront and Betterment take them all?


I transferred them there since their fees were lower than mine. And since I am a fiduciary it was the ethical thing to do, seeing how they are fiduciaries too.   
Is it too late to exhume Ken Starr?
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FEEonly View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote FEEonly Quote  Post ReplyReply Direct Link To This Post Posted: Sep/18/2014 at 10:23pm
Welcome to hell Rhys.
You ever take a dump that made you feel like you slept for 12 hours?
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Sportsfreak View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Sportsfreak Quote  Post ReplyReply Direct Link To This Post Posted: Sep/19/2014 at 8:59am
Only the strong survive an AH Land
If you eat an entire cake without cutting it, then technically, you only had one piece
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knuk View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote knuk Quote  Post ReplyReply Direct Link To This Post Posted: Sep/19/2014 at 9:54am
Rhys, that SportsFreak guy may need some help with tech from time to time.
Insert signature here
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