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Retiring

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luvindy View Drop Down
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    Posted: Jun/10/2021 at 11:36am
Location?
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
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Post Options Post Options   Thanks (0) Thanks(0)   Quote LA Broker Quote  Post ReplyReply Direct Link To This Post Posted: Jun/10/2021 at 11:38am
Originally posted by luvindy luvindy wrote:

Location?

I assume Bermuda. Are you licensed there?
“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
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Post Options Post Options   Thanks (0) Thanks(0)   Quote advisorman Quote  Post ReplyReply Direct Link To This Post Posted: Jun/10/2021 at 11:38am
Pm me
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Iamlegend Quote  Post ReplyReply Direct Link To This Post Posted: Jun/10/2021 at 11:39am
I am WFA PCG and would be interested in talking especially if you are in the southeast. 
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Post Options Post Options   Thanks (0) Thanks(0)   Quote WarPig Quote  Post ReplyReply Direct Link To This Post Posted: Jun/10/2021 at 12:23pm
Originally posted by Bermuda Bermuda wrote:

Hey everyone,
I lurked for a long time but my other account is too close to my real name. I haven't been on in a couple years. It's nice to see familiar people. I'm nearing retirement and am looking for someone to buy my book. It's at $75 million and $540,000 gross. I'm at Wells FINET.

I'm interested. Clear through first cleaning so this would make for an easy transition. I'll PM you.
Call me Ike
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Post Options Post Options   Thanks (0) Thanks(0)   Quote missionshooter Quote  Post ReplyReply Direct Link To This Post Posted: Jun/10/2021 at 1:23pm
Jones is offering transition bonuses I hear....
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Post Options Post Options   Thanks (0) Thanks(0)   Quote LA Broker Quote  Post ReplyReply Direct Link To This Post Posted: Jun/10/2021 at 4:50pm
If you happen to be in So Cal, I’m interested 
“If you're not a liberal at twenty you have no heart, if you're not a conservative at forty you have no brain.”
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Iamlegend Quote  Post ReplyReply Direct Link To This Post Posted: Jun/13/2021 at 10:14am
Originally posted by Bermuda Bermuda wrote:

I will be meeting soon with an AH member to assess our compatibility. Everyone has been really nice. I may lurk but won't post. The clabs and crimsons turned me off. If you start banning them then I might come back.
Glad you may have found someone. 
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apac View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote apac Quote  Post ReplyReply Direct Link To This Post Posted: Jun/16/2021 at 7:32pm
i would be interested
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Post Options Post Options   Thanks (0) Thanks(0)   Quote B24 Quote  Post ReplyReply Direct Link To This Post Posted: Jun/16/2021 at 8:48pm
You guys don't really believe this shit, do you? Confused
"If Bellicheat pulls that rabbit out of his a$$ with this kid at quarterback, I'll personally kiss his ring." - Sporsfreak, 09/20/16

"Jags/Vikes Super Bowl. Write it down" - Sportsfreak 01/19/18
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Post Options Post Options   Thanks (0) Thanks(0)   Quote HCCWManager Quote  Post ReplyReply Direct Link To This Post Posted: Jul/14/2021 at 2:00pm
Originally posted by missionshooter missionshooter wrote:

Jones is offering transition bonuses I hear....

Requires 5 years all in although if the transition goes well you will get paid twice on the book plus commissions along the way and partnership eligibility. For a retiring advisor its a no brainer. At your level if you could bring it all you would be looking at some nice checks (up to 80bps on the first 50 million transitioned and 100bps on the next 25 or so you can bring and that's including new clients you bring over for the first 2 years, a 40% + bonuses and benefits payout with no strings) and a salary guarantee during transition of whatever your gross income is at finet. 

If you are looking for a quick out though, I'd ask one of the heavy hitter indy or RIA guys here if they will just buy straight up if you are in their area.
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Iamlegend Quote  Post ReplyReply Direct Link To This Post Posted: Jul/14/2021 at 3:33pm
Originally posted by Iamlegend Iamlegend wrote:

Originally posted by Bermuda Bermuda wrote:

I will be meeting soon with an AH member to assess our compatibility. Everyone has been really nice. I may lurk but won't post. The clabs and crimsons turned me off. If you start banning them then I might come back.
Glad you may have found someone. 
Any update?
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B24 View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote B24 Quote  Post ReplyReply Direct Link To This Post Posted: Jul/14/2021 at 3:38pm
Originally posted by Iamlegend Iamlegend wrote:

Originally posted by Iamlegend Iamlegend wrote:

Originally posted by Bermuda Bermuda wrote:

I will be meeting soon with an AH member to assess our compatibility. Everyone has been really nice. I may lurk but won't post. The clabs and crimsons turned me off. If you start banning them then I might come back.
Glad you may have found someone. 
Any update?

LOL
"If Bellicheat pulls that rabbit out of his a$$ with this kid at quarterback, I'll personally kiss his ring." - Sporsfreak, 09/20/16

"Jags/Vikes Super Bowl. Write it down" - Sportsfreak 01/19/18
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