Advisorheads Homepage
Forum Home Forum Home > Introductions > Greenhorn Introductions
  New Posts New Posts RSS Feed - Work in Indy
  FAQ FAQ  Forum Search   Events   Register Register  Login Login

Work in Indy

 Post Reply Post Reply
Author
Message
Rhys View Drop Down
Groupie
Groupie
Avatar

Joined: Sep/18/2014
Location: Silicon Valley
Status: Offline
Points: 30
Post Options Post Options   Thanks (0) Thanks(0)   Quote Rhys Quote  Post ReplyReply Direct Link To This Post Topic: Work in Indy
    Posted: Sep/18/2014 at 7:21pm
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!Star
Back to Top
Crimson View Drop Down
Senior Member
Senior Member
Avatar
King of the Wicker People

Joined: Feb/03/2013
Status: Offline
Points: 2057
Post Options Post Options   Thanks (0) Thanks(0)   Quote Crimson Quote  Post ReplyReply Direct Link To This Post Posted: Sep/18/2014 at 7:23pm
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.
Back to Top
Rhys View Drop Down
Groupie
Groupie
Avatar

Joined: Sep/18/2014
Location: Silicon Valley
Status: Offline
Points: 30
Post Options Post Options   Thanks (0) Thanks(0)   Quote Rhys Quote  Post ReplyReply Direct Link To This Post Posted: Sep/18/2014 at 7:34pm
Originally posted by Crimsonleg123 Crimsonleg123 wrote:

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.

I'm currently an assistant/paraplanner. Thanks for the welcome to the forum. 
Back to Top
Iamlegend View Drop Down
Gold Member
Gold Member
Avatar

Joined: Mar/09/2010
Status: Offline
Points: 17710
Post Options Post Options   Thanks (0) Thanks(0)   Quote Iamlegend Quote  Post ReplyReply Direct Link To This Post Posted: Sep/18/2014 at 8:39pm
Welcome
Back to Top
ClarenceBeeks View Drop Down
Senior Member
Senior Member


Joined: Aug/31/2011
Status: Offline
Points: 14334
Post Options Post Options   Thanks (0) Thanks(0)   Quote ClarenceBeeks Quote  Post ReplyReply Direct Link To This Post Posted: Sep/18/2014 at 8:43pm
Dude, stay in California.  Don't move to Indy.  It's cold.  You're welcome.
Back to Top
DaveW View Drop Down
Senior Member
Senior Member


Joined: Feb/15/2013
Status: Offline
Points: 1060
Post Options Post Options   Thanks (0) Thanks(0)   Quote DaveW Quote  Post ReplyReply Direct Link To This Post Posted: Sep/18/2014 at 8:49pm
It's spelled AdvisOr.
 
 
"80% of lottery winners go bankrupt because 100% of lottery players are retarded."
Back to Top
RIArules View Drop Down
Gold Member
Gold Member


Joined: Mar/15/2010
Status: Offline
Points: 22520
Post Options Post Options   Thanks (0) Thanks(0)   Quote RIArules Quote  Post ReplyReply Direct Link To This Post Posted: Sep/18/2014 at 8:53pm
Actually, the 1940 act spells it with an "e". So Rhys is just showing that he is ethical.
Wash Your Hands and say your prayers, because Jesus and Germs are Everywhere
Back to Top
helado View Drop Down
Gold Member
Gold Member
Avatar
The Resource

Joined: Jun/17/2013
Status: Offline
Points: 21733
Post Options Post Options   Thanks (0) Thanks(0)   Quote helado Quote  Post ReplyReply Direct Link To This Post Posted: Sep/18/2014 at 10:09pm
Do you have any clients or did Wealthfront and Betterment take them all?
My posts are for abrasive entertainment only. Nothing posted is investment, legal, tax or any type of advice, nor is anything mentioned true or even based on real events. Posts are complete fiction.
Back to Top
RIArules View Drop Down
Gold Member
Gold Member


Joined: Mar/15/2010
Status: Offline
Points: 22520
Post Options Post Options   Thanks (0) Thanks(0)   Quote RIArules Quote  Post ReplyReply Direct Link To This Post Posted: Sep/18/2014 at 10:14pm
Originally posted by helado helado wrote:

Do you have any clients or did Wealthfront and Betterment take them all?


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.   
Wash Your Hands and say your prayers, because Jesus and Germs are Everywhere
Back to Top
FEEonly View Drop Down
Member
Member
Avatar

Joined: Aug/21/2014
Status: Offline
Points: 108
Post Options Post Options   Thanks (0) Thanks(0)   Quote FEEonly Quote  Post ReplyReply Direct Link To This Post Posted: Sep/18/2014 at 10:23pm
Welcome to hell Rhys.
You ever take a dump that made you feel like you slept for 12 hours?
Back to Top
Sportsfreak View Drop Down
Moderator
Moderator
Avatar
Wise Old Perv and CTO of AH

Joined: Mar/09/2010
Status: Offline
Points: 24065
Post Options Post Options   Thanks (0) Thanks(0)   Quote Sportsfreak Quote  Post ReplyReply Direct Link To This Post Posted: Sep/19/2014 at 8:59am
Only the strong survive an AH Land
WHO IS LEADING OUR COUNTRY
#DRAINTHESWAMP
Back to Top
knuk View Drop Down
Senior Member
Senior Member
Avatar

Joined: May/20/2010
Location: Canada
Status: Offline
Points: 4311
Post Options Post Options   Thanks (0) Thanks(0)   Quote knuk Quote  Post ReplyReply Direct Link To This Post Posted: Sep/19/2014 at 9:54am
Rhys, that SportsFreak guy may need some help with tech from time to time.
It's the flu.
Back to Top
 Post Reply Post Reply
  Share Topic   

Forum Jump Forum Permissions View Drop Down

Forum Software by Web Wiz Forums® version 12.03
Copyright ©2001-2019 Web Wiz Ltd.

This page was generated in 0.063 seconds.