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mrliebs
Rookie Joined: May/13/2017 Status: Offline Points: 4 |
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Posted: Jun/19/2020 at 3:21pm |
Hi Folks! Thank you for having me here. I am a Registered Investment Advisor located in the Bay Area of San Francisco. I launched my own firm in 2017 after having spent 15 years at a mid-sized RIA. I am interested in growing my practice and look forward to all the great wisdom you have!
Cheers!
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Moraen
Admin Group Resident Sage Joined: Mar/09/2010 Status: Offline Points: 30786 |
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In first!
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I come in peace. I didn’t bring artillery. But I’m pleading with you, with tears in my eyes: If you fuck with me, I’ll kill you all. - General James Mattis
Fiduciary as Fuck - iMo |
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Hacksaw
Platinum Member Joined: Mar/27/2010 Status: Offline Points: 31478 |
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Welcome. Why’d you leave the RIA you were with?
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mrliebs
Rookie Joined: May/13/2017 Status: Offline Points: 4 |
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Thanks Hacksaw. It was time. Firm was going in a direction I didn't agree with (New CEO) and I was ready to take my shot.
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