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=2604
Printed Date: Mar/26/2026 at 9:36pm
Software Version: Web Wiz Forums 12.03 - http://www.webwizforums.com
Topic: introduction
Posted By: aandm114
Subject: introduction
Date Posted: Mar/18/2011 at 7:35pm
|
I just found out about this forum site and am anxious to learn more. I worked for 5 years in the insurance business at one of the well-known life insurance firms. I then went on to get my MBA and graduated last year. I now work in private wealth management at a top tier investment bank. I am enjoying the experience thus far, although I am determined to make a transition to a more independent advisory model in the next 12-24 months. I just value the independence and really want to be viewed as objective by my clients. I am working on level 3 of the CFA and hope to pass the exam in June.
|
Replies:
Posted By: Ron 14
Date Posted: Mar/18/2011 at 7:38pm
|
Welcome aandm.
Feel free to jump in and contribute. Your experience will be valued here and there is a ton to learn from other contributors.
|
Posted By: newregrep
Date Posted: Mar/18/2011 at 7:40pm
|
Welcome to AH. Glad to have you here.
------------- Helado for Prez |
Posted By: RIArules
Date Posted: Mar/18/2011 at 7:59pm
Talk to Moraen about level three. That's the best advice I can give you. ------------- “We are all Antifa” - Hacksaw 9/12/2025 |
aandm114 wrote:Posted By: opyguy35
Date Posted: Mar/18/2011 at 9:00pm
|
Hi,
10 years in, wirehouse, 75 million doing 400-450. Nedd to do more hoping i can pick up some info.
|
Posted By: Sportsfreak
Date Posted: Mar/18/2011 at 9:05pm
|
Welcome Opy you will get a lot out of this forum. Look forward to your contributions as well.
------------- If you eat an entire cake without cutting it, then technically, you only had one piece |
Posted By: Indyone
Date Posted: Mar/18/2011 at 11:31pm
|
Welcome to both of you... ------------- "Independence is like the Berlin Wall. People are only jumping in one direction." - Philip Palaveev - November 2005. "You are never free...unless you are independent..." - Indyone - May 2005. |
Posted By: bluetoon
Date Posted: Mar/19/2011 at 12:19am
| What are your thoughts on Asset Allocation? Seriously, we need to know before you can see the rest of the goods. |
Posted By: Guests
Date Posted: Mar/19/2011 at 7:01am
 bluetoon - glad to see you enjoying yourself here. |
Posted By: opyguy35
Date Posted: Mar/19/2011 at 7:42am
| Bluetoon, u talkin to me? Big proponent of assett allocation w/an alpha kicker. ie, io generally run 80% of a portfolio @ a specific allocation and use the other 20%to trade sectors (ie etf's or single equities). Biggest problem i have had w/cookie cutter allocation models is that you tend to not contact your client nearly as much, by running 20% as an alpha strategy I find I contact clients much more frequently. When can I open the investment section? |
Posted By: Guests
Date Posted: Mar/19/2011 at 7:49am
| Eight more posts I believe. |
Posted By: Sportsfreak
Date Posted: Mar/19/2011 at 7:53am
You do what i do. Except my allocation piece is 65% How many positions do you hold in the 20% ------------- If you eat an entire cake without cutting it, then technically, you only had one piece |
Posted By: SometimesNowhere
Date Posted: Mar/19/2011 at 8:11am
And so it begins. |
Posted By: Ron 14
Date Posted: Mar/19/2011 at 10:01am
  |
Posted By: opyguy35
Date Posted: Mar/19/2011 at 10:37am
| depends on size of account< i might have 3 etf's (tech, oil, bank, r/e etc) and then a stock or two. |
Posted By: Sportsfreak
Date Posted: Mar/19/2011 at 11:14am
|
opy whats your process for decision making on those?
------------- If you eat an entire cake without cutting it, then technically, you only had one piece |
Posted By: opyguy35
Date Posted: Mar/19/2011 at 11:28am
| gut feeling |
Posted By: opyguy35
Date Posted: Mar/19/2011 at 11:38am
| also use our firms research for sectors that we think will out-perform. |
Posted By: aandm114
Date Posted: Mar/19/2011 at 12:29pm
| I am also a big believer in asset allocation. I follow a similar strategy to alter the asset allocation based mainly on tactical recommendations that are made by our internal strategy team. I think that asset allocation is most effective when it is altered on a periodic basis to reflect current market developments. |
Posted By: dcoates
Date Posted: Mar/22/2011 at 10:51am
|
Financial advisor.
Retail side of the business for the last 7 years.
Wholesaler for 7 years prior to retail.
Affiliated with Woodbury Financial in the great state of Texas.
Looking forward to learning more from the great minds associated with this forum. ------------- Popular Texan |
Posted By: Wet_Blanket
Date Posted: Mar/22/2011 at 10:54am
|
Welcome dcoates. I think we only have one other Texan. We all hate him. Hopefully you'll redeem your state. ------------- The true 🤡 was the Biden voter all along. |
Posted By: dcoates
Date Posted: Mar/22/2011 at 10:57am
|
I will do my best. I can never figure out if people love to hate us or hate to love us?
D ------------- Popular Texan |
Posted By: Wet_Blanket
Date Posted: Mar/22/2011 at 11:00am
|
I went to Texas and came back with an addiction to Whataburger. ------------- The true 🤡 was the Biden voter all along. |
Posted By: RIArules
Date Posted: Mar/22/2011 at 11:04am
I was suspicous about that. ------------- “We are all Antifa” - Hacksaw 9/12/2025 |
Posted By: Indyone
Date Posted: Mar/22/2011 at 11:12am
 ...I think WB was talking about the banned Texan and simply misspoke. It's a bad habit of his...Welcome, dcoates, although I would caution you that you might want to edit your first name out of your sig/post as it is easy to identify you. This is a pretty tight group and generally good people, but he have had a bad seed or two in the past that liked to use personal information to cause real-life problems for members. I would also ask that other's responding to your post edit your first name out for privacy reasons. Again, I don't think anyone here now will cause you any problems by knowing who you are, but given past history, I thought it wise to provide a word of caution.
We look forward to your participation... ------------- "Independence is like the Berlin Wall. People are only jumping in one direction." - Philip Palaveev - November 2005. "You are never free...unless you are independent..." - Indyone - May 2005. |
Posted By: Ron 14
Date Posted: Mar/22/2011 at 11:28am
fixed
|
Posted By: dcoates
Date Posted: Mar/22/2011 at 12:34pm
|
Thanks for the good advice already.
Check out the new name.
Whataburger at 2 a.m. is the best.
Compliance guy - get out! ------------- Popular Texan |
Posted By: bluetoon
Date Posted: Mar/22/2011 at 12:36pm
| Where's the best bbq in texas? |
Posted By: Indyone
Date Posted: Mar/22/2011 at 12:50pm
All cleaned up, "Tex"... ------------- "Independence is like the Berlin Wall. People are only jumping in one direction." - Philip Palaveev - November 2005. "You are never free...unless you are independent..." - Indyone - May 2005. |
Posted By: RIArules
Date Posted: Mar/22/2011 at 12:54pm
In my back yard. ------------- “We are all Antifa” - Hacksaw 9/12/2025 |
Posted By: Wet_Blanket
Date Posted: Mar/22/2011 at 1:20pm
|
I was talking about RIA rules! ------------- The true 🤡 was the Biden voter all along. |
Posted By: Indyone
Date Posted: Mar/22/2011 at 1:21pm
------------- "Independence is like the Berlin Wall. People are only jumping in one direction." - Philip Palaveev - November 2005. "You are never free...unless you are independent..." - Indyone - May 2005. |
Posted By: Wet_Blanket
Date Posted: Mar/22/2011 at 1:25pm
|
Fine. Everyone from TX has been hated. Hopefully dcoates breaks that streak! ------------- The true 🤡 was the Biden voter all along. |
Posted By: Ron 14
Date Posted: Mar/22/2011 at 1:27pm
| I thought you were talking about bio. RIA and LSU have never been hated. |
Posted By: Wet_Blanket
Date Posted: Mar/22/2011 at 1:53pm
|
I am Ron. I am robot. I can not compute your human sarcasm...beep boop beep. ------------- The true 🤡 was the Biden voter all along. |
Posted By: Guests
Date Posted: Mar/22/2011 at 2:01pm
For a compliance guy you can be funny at times. This is good.
|
Posted By: Indyone
Date Posted: Mar/22/2011 at 2:05pm
|
...not bad for a compliance whore... ------------- "Independence is like the Berlin Wall. People are only jumping in one direction." - Philip Palaveev - November 2005. "You are never free...unless you are independent..." - Indyone - May 2005. |
Posted By: Ron 14
Date Posted: Mar/22/2011 at 2:07pm
That makes sense since you don't respond to PM's anymore.
|
Posted By: Wet_Blanket
Date Posted: Mar/22/2011 at 2:24pm
|
I will get to your PM. I have just been busy. ------------- The true 🤡 was the Biden voter all along. |
Posted By: Ron 14
Date Posted: Mar/22/2011 at 3:05pm
| Liar. |
Posted By: noggin
Date Posted: Mar/22/2011 at 3:53pm
|
Compliance Guy- Busy? I will have to get back to you on that.... ------------- What keeps us captive are our own fears.- Moraen |
Posted By: TimesSeven
Date Posted: Apr/06/2011 at 1:53pm
|
First post. Ha ha, this forum software looks familiar.
I'm an RR looking to go RIA, wanting to keep the insurance licenses and affiliate with a GA to be able to do fixed insurance products. Your public RIA thread is excellent, some generous sharing and comraderie, but the colored ink digressions into leveraged real estate are a little over the top. :).
I know enough to take on the role of Shy Ronnie when first appearing in the room with Rihanna:
http://www.youtube.com/watch?v=e0me5mr_Ggc - http://www.youtube.com/watch?v=e0me5mr_Ggc
|
Posted By: Wet_Blanket
Date Posted: Apr/06/2011 at 2:00pm
|
Welcome TimesSeven! ------------- The true 🤡 was the Biden voter all along. |
Posted By: Mike Damone
Date Posted: Apr/06/2011 at 2:04pm
| Welcome Times7! |
Posted By: Sportsfreak
Date Posted: Apr/06/2011 at 7:21pm
|
Welcome Times7, glad you joined us. I've seen you on the other forum, you'll be a good addition here. And i think you will find this forum more robust than what you are used to.
------------- If you eat an entire cake without cutting it, then technically, you only had one piece |
Posted By: TimesSeven
Date Posted: Apr/06/2011 at 7:44pm
|
Thanks, I enjoyed following your posts over the years and still have much to learn. It has been amazing to watch the transformation of forum and advisor, we have all been through a lot and Mr. Market continues to 'metamorph' us all. |