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Ace
Member Joined: Oct/01/2015 Location: Pacific NW Status: Offline Points: 254 |
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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
Senior Member Joined: Feb/12/2014 Status: Offline Points: 6136 |
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In First
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luvindy
Moderator Joined: May/17/2010 Status: Offline Points: 25767 |
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In second.
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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
Senior Member Joined: Oct/22/2011 Location: Behind you Status: Offline Points: 4246 |
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I live creepers...
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King of sarcasm and speling
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missionshooter
Senior Member Joined: Feb/12/2014 Status: Offline Points: 6136 |
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10mm / year isn't bad breh. Tell us how you went from 0-60mm in 6 years....
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newbieRIA
Senior Member Joined: Jul/27/2020 Status: Offline Points: 2936 |
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… inappropriate edited …
Edited by newbieRIA - Aug/16/2021 at 3:13pm |
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Ace
Member Joined: Oct/01/2015 Location: Pacific NW Status: Offline Points: 254 |
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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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