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Ace View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Ace Quote  Post ReplyReply Direct Link To This Post Topic: Intro
    Posted: Aug/16/2021 at 10:59am
Started at a broker-dealer in 2015, located in the Pacific Northwest. Managing about 60m.

Been creeping on this forum for a long time. I appreciate the mastermind that this place creates.... as well as the sarcastic comments.

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missionshooter View Drop Down
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Post Options Post Options   Thanks (1) Thanks(1)   Quote missionshooter Quote  Post ReplyReply Direct Link To This Post Posted: Aug/16/2021 at 11:00am
In First
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luvindy View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote luvindy Quote  Post ReplyReply Direct Link To This Post Posted: Aug/16/2021 at 12:39pm
In second.
8/31/12,Sportsfreak:
"If Barak wins this election, or appears to be clearly winning, we are all fucked. Market will tank big time."
Dow 13,090 S&P 1406
5/23/13 UC:Dow 20k before 20% crrectn Dow 15,
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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: Aug/16/2021 at 1:56pm
I live creepers...
King of sarcasm and speling
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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: Aug/16/2021 at 2:59pm
10mm / year isn't bad breh. Tell us how you went from 0-60mm in 6 years....
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newbieRIA View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote newbieRIA Quote  Post ReplyReply Direct Link To This Post Posted: Aug/16/2021 at 3:12pm
… inappropriate edited …

Edited by newbieRIA - Aug/16/2021 at 3:13pm
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Ace View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Ace Quote  Post ReplyReply Direct Link To This Post Posted: Aug/17/2021 at 7:26pm
I received 15 Million from an advisor that retired... I still feel pretty good about the assets I've brought in... but I'm not that cool.

As far as bringing in assets, I just talk to people. A strength of mine I guess. I don't really prospect so to speak, other than attending charity auctions and talk about QCD's for two minutes. For some reason people think they need to come talk to me about moving their investments to me.....Other than that just client referrals. I'm comfortable and okay with organic growth.

Edited by Ace - Aug/17/2021 at 7:35pm
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