Greenhorn Introductions - 24 year old new to the site

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24 year old new to the site

Printed From: Advisorheads
Category: Introductions
Forum Name: Greenhorn Introductions
Forum Description: MAKE YOUR FIRST POST HERE!
URL: http://www.advisorheads.com/forum_posts.asp?TID=10211
Printed Date: Mar/26/2026 at 6:44pm
Software Version: Web Wiz Forums 12.03 - http://www.webwizforums.com

Topic: 24 year old new to the site

Posted By: abd3
Subject: 24 year old new to the site
Date Posted: Jan/20/2014 at 8:33pm

Mandatory first post.

I currently work in the private bank of a large bank as a wealth manager/portfolio manager but I have dreams of starting my own RIA in the next 5 years.

I have my life and health license, and am currently studying for the CFA. I passed Level I last year and am taking Level II this year. I may still consider the CFP after I'm done, but I still have 2 (hopefully) years until then.

I'm really just here to absorb as much info as possible and to hopefully learn from discussions on this board. I've begun working on the details of my business plan as well as creating some modules in excel.

Replies:

Posted By: RipRock
Date Posted: Jan/20/2014 at 8:58pm

You need a picture of an aquatic center (liverPOOL). Suarez needs to make sure his diving is top rate.

Welcome.

Posted By: noggin
Date Posted: Jan/20/2014 at 10:05pm

Welcome....

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What keeps us captive are our own fears.- Moraen

Posted By: insurancepro
Date Posted: Jan/21/2014 at 10:14pm

Welcome