Introduction
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=20248
Printed Date: Mar/26/2026 at 9:24pm
Software Version: Web Wiz Forums 12.03 - http://www.webwizforums.com
Topic: Introduction
Posted By: IndyAdvisor007
Subject: Introduction
Date Posted: Mar/13/2023 at 10:20pm
| Hello all!!! Licensed advisor in CA signing in. Been in the business for about 12-years. Went independent about 5-years ago and I love it!!! First time here and I’m excited meet everyone. |
Replies:
Posted By: DucatiSportGT
Date Posted: Mar/13/2023 at 10:29pm
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Glad to have you. Welcome to the board. Two questions. 1. What's your favorite CA restaurant? 2. What's your favorite James bond movie? ------------- Bring back Helado! |
Posted By: IndyAdvisor007
Date Posted: Mar/13/2023 at 10:49pm
| Casino Royale with Daniel Craig. I think he’s up there with Sean Connery. I’m a sucker for Mexican food so anything and anywhere along those lines. |
Posted By: DucatiSportGT
Date Posted: Mar/13/2023 at 10:54pm
Agreed. Skyfall is really good too.
------------- Bring back Helado! |
IndyAdvisor007 wrote:Posted By: Guests
Date Posted: Mar/14/2023 at 12:10am
| Welcome Indy Advisor! |
Posted By: advisorman
Date Posted: Mar/14/2023 at 5:57am
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Do you believe in UFO’s and Bigfoot? ------------- King of sarcasm and speling |
Posted By: Hacksaw
Date Posted: Mar/14/2023 at 7:45am
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Former Jonesv ------------- I response to my post: Helado Posted: 13/Jan/2023 at 11:11pm "I stand corrected." |
Posted By: IndyAdvisor007
Date Posted: Mar/14/2023 at 10:12am
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Any person who doesn’t believe in Aliens and Bigfoot cannot be an Advisor. They are not mutually exclusive. Therefore both are real or none are. It also depends on what my clients believe.
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Posted By: IndyAdvisor007
Date Posted: Mar/14/2023 at 10:16am
| Jones got me my 7. The culture and Kool-Aid wasn’t for me. It works for some people. Just not me. Plus, their advisory platform is garbage. I also like discretionary trading. I also like the 90% payout more. Lol |
Posted By: DucatiSportGT
Date Posted: Mar/14/2023 at 10:25am
What do you trade primarily? Individual Stocks/ETF/MF's? Do you use crypto in your models? What's your aum? Where do you custody with? ------------- Bring back Helado! |
Posted By: IndyAdvisor007
Date Posted: Mar/14/2023 at 11:18am
| Stocks/MF’s and ETF’s. I don’t know much about crypto so I stay away from it. Maybe in the future though. I’m with LPL. I have about $57mil AUM with 68% in advisory. I use the SWM platform. I’m a hybrid advisor so I do brokerage through LPL but I run my advisory through a different RIA. LPL is still the custodian though. It saves me money going that route. |
Posted By: luvindy
Date Posted: Mar/14/2023 at 11:55am
|
I like this chick. ------------- 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, |
Posted By: DucatiSportGT
Date Posted: Mar/14/2023 at 12:02pm
I had to bring up crypto to test for circles. ------------- Bring back Helado! |
Posted By: CFLRS
Date Posted: Mar/14/2023 at 1:24pm
| Welcome. Have you ever thought of dropping the brokerage? What's the bulk of your brokerage based production? |
Posted By: IndyAdvisor007
Date Posted: Mar/14/2023 at 7:37pm
| Lmao |
Posted By: IndyAdvisor007
Date Posted: Mar/14/2023 at 7:40pm
| As of last week actually. Not happy with LPL. Would love to do a different custodian. LPL is too big. Let let the vendors they partner with walk all over the advisors and we can only use the vendors. |
Posted By: IndyAdvisor007
Date Posted: Mar/14/2023 at 7:44pm
| As of last week actually. Not happy with LPL. Would love to do a different custodian. LPL is too big. Let let the vendors they partner with walk all over the advisors and we can only use the vendors. |
Posted By: Iamlegend
Date Posted: Mar/14/2023 at 8:52pm
Repeated for emphasis?
 |
Posted By: CFLRS
Date Posted: Mar/14/2023 at 8:57pm
Padding member stats?
|
Posted By: IndyAdvisor007
Date Posted: Mar/14/2023 at 9:07pm
| Still getting used to this. I think I’m an idiot. Thought I replied to one but didn’t see it. Tried to delete to repost…and it wouldn’t let me. I did the same thing on another reply. I’m just gonna reach for the vodka. |
Posted By: IndyAdvisor007
Date Posted: Mar/14/2023 at 9:26pm
| Only every other Saturday and for a few hours. The wife gets mad when I’m gone too long. |
Posted By: missionshooter
Date Posted: Mar/14/2023 at 9:42pm
Does she keep ur balls in her purse? ------------- Our purpose is to partner for a positive impact- to improve the lives of our clients and colleagues, and together, better our communities and society. |
Posted By: IndyAdvisor007
Date Posted: Mar/14/2023 at 9:45pm
| Sometimes I guess. But this d*ck ain’t gonna suck itself so it is what it is. |
Posted By: missionshooter
Date Posted: Mar/14/2023 at 9:48pm
I like the new guy...... ------------- Our purpose is to partner for a positive impact- to improve the lives of our clients and colleagues, and together, better our communities and society. |
Posted By: Guests
Date Posted: Mar/14/2023 at 9:51pm
| AH Rookie of the year frontrunner! |
Posted By: IndyAdvisor007
Date Posted: Mar/14/2023 at 9:55pm
| Is this a good time to go over pronouns? |
Posted By: Guests
Date Posted: Mar/14/2023 at 9:56pm
| Only if you want your pronouns to be "fuck you." |
Posted By: IndyAdvisor007
Date Posted: Mar/14/2023 at 9:57pm
| You fucking stole my line!! Lol |
Posted By: Guests
Date Posted: Mar/14/2023 at 9:59pm
| My bad. I'm pretty fucking stoned. |
Posted By: luvindy
Date Posted: Mar/14/2023 at 10:13pm
|
Wait I thought you were a chick? ------------- 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, |
Posted By: IndyAdvisor007
Date Posted: Mar/14/2023 at 10:15pm
| Everyone has a price I guess. |
Posted By: IndyAdvisor007
Date Posted: Mar/14/2023 at 10:17pm
| I thought you were fucking with me. Like hazing the new guy or something. Lol |
Posted By: freebird
Date Posted: Mar/14/2023 at 10:34pm
| I wish we still got new clueless people here on occasion. Everyone is now the same. Smooth and cool AF |
Posted By: WarPig
Date Posted: Mar/14/2023 at 10:38pm
There must be a YouTube video. It’s like all the new people have been here before. Different generation these new advisors. ------------- If you invite me to lunch, I'll report you. |
Posted By: LA Broker
Date Posted: Mar/14/2023 at 10:43pm
It’s fluid ------------- “If you're not a liberal at twenty you have no heart, if you're not a conservative at forty you have no brain.” -Winston Churchill |
Posted By: DucatiSportGT
Date Posted: Mar/14/2023 at 11:38pm
They/them ------------- Bring back Helado! |
Posted By: IndyAdvisor007
Date Posted: Mar/14/2023 at 11:41pm
|
Anger/Rage here…
According to my therapist anyway.
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