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FieldofDreamz View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote FieldofDreamz Quote  Post ReplyReply Direct Link To This Post Topic: Hello
    Posted: Sep/02/2021 at 1:13am
Hello,

Been a licensed advisor for over 6 years.  I am looking at making the transition to independence. AUM is $33 Million. I have a few certifications.


Edited by FieldofDreamz - Sep/02/2021 at 1:17am
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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: Sep/02/2021 at 7:48am
Welcome babe, what company you with hun? Green machine?
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advisorman View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote advisorman Quote  Post ReplyReply Direct Link To This Post Posted: Sep/02/2021 at 11:06am
where you want to go?
King of sarcasm and speling
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Iamlegend Quote  Post ReplyReply Direct Link To This Post Posted: Sep/02/2021 at 11:38am
Welcome 
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FieldofDreamz View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote FieldofDreamz Quote  Post ReplyReply Direct Link To This Post Posted: Sep/02/2021 at 12:15pm
Is it that obvious?
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FieldofDreamz View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote FieldofDreamz Quote  Post ReplyReply Direct Link To This Post Posted: Sep/02/2021 at 12:16pm
Right now exploring Upstream Investments, CommonWealth, LPL, and Equitable 
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Wet_Blanket View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Wet_Blanket Quote  Post ReplyReply Direct Link To This Post Posted: Sep/02/2021 at 12:35pm
Originally posted by FieldofDreamz FieldofDreamz wrote:

Is it that obvious?
lol
[YOUR AD HERE]
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advisorman View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote advisorman Quote  Post ReplyReply Direct Link To This Post Posted: Sep/02/2021 at 1:00pm
I’ve been at 2 of those. Consider CAmbridge as well.

PM me and I’ll give you my take on them.
King of sarcasm and speling
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