Work in Indy
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=11428
Printed Date: Mar/26/2026 at 10:41pm
Software Version: Web Wiz Forums 12.03 - http://www.webwizforums.com
Topic: Work in Indy
Posted By: Rhys
Subject: Work in Indy
Date Posted: Sep/18/2014 at 7:21pm
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I'm a young aspiring financial planning assistant, soon to be adviser, and also handle all the technology at the firm I work for. In addition I help prepare tax returns. Looking forward to meet like minded people!
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Replies:
Posted By: Crimson
Date Posted: Sep/18/2014 at 7:23pm
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So you're an aspiring FP assistant, or you're already an assistant? Or do you mean that you're a FP assistant with aspirations? And you're in Silicon Valley? What a place to start a practice. |
Posted By: Rhys
Date Posted: Sep/18/2014 at 7:34pm
I'm currently an assistant/paraplanner. Thanks for the welcome to the forum.
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Crimsonleg123 wrote:Posted By: Iamlegend
Date Posted: Sep/18/2014 at 8:39pm
| Welcome |
Posted By: ClarenceBeeks
Date Posted: Sep/18/2014 at 8:43pm
| Dude, stay in California. Don't move to Indy. It's cold. You're welcome. |
Posted By: DaveW
Date Posted: Sep/18/2014 at 8:49pm
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It's spelled AdvisOr. ------------- "80% of lottery winners go bankrupt because 100% of lottery players are retarded." |
Posted By: RIArules
Date Posted: Sep/18/2014 at 8:53pm
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Actually, the 1940 act spells it with an "e". So Rhys is just showing that he is ethical. ------------- “We are all Antifa” - Hacksaw 9/12/2025 |
Posted By: Guests
Date Posted: Sep/18/2014 at 10:09pm
| Do you have any clients or did Wealthfront and Betterment take them all? |
Posted By: RIArules
Date Posted: Sep/18/2014 at 10:14pm
I transferred them there since their fees were lower than mine. And since I am a fiduciary it was the ethical thing to do, seeing how they are fiduciaries too.  ------------- “We are all Antifa” - Hacksaw 9/12/2025 |
Posted By: FEEonly
Date Posted: Sep/18/2014 at 10:23pm
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Welcome to hell Rhys. ------------- You ever take a dump that made you feel like you slept for 12 hours? |
Posted By: Sportsfreak
Date Posted: Sep/19/2014 at 8:59am
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Only the strong survive an AH Land ------------- If you eat an entire cake without cutting it, then technically, you only had one piece |
Posted By: knuk
Date Posted: Sep/19/2014 at 9:54am
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Rhys, that SportsFreak guy may need some help with tech from time to time. ------------- administrator |