|
New Member |
Post Reply 
|
| Author | |
mrliebs 
Rookie 
Joined: May/13/2017 Status: Offline Points: 4 |
 Post Options
 Thanks(0)
 Quote Reply
 Topic: New MemberPosted: Jun/19/2020 at 3:21pm |
|
Hi Folks! Thank you for having me here. I am a Registered Investment Advisor located in the Bay Area of San Francisco. I launched my own firm in 2017 after having spent 15 years at a mid-sized RIA. I am interested in growing my practice and look forward to all the great wisdom you have!
Cheers!
|
|
 |
|
|
Guests
Guest Group 
|
Post Options
Thanks(0)
Quote Reply
Posted: Jun/19/2020 at 3:30pm |
|
In first!
|
|
|
|
|
Hacksaw
Platinum Member 
Joined: Mar/27/2010 Status: Offline Points: 35113 |
Post Options
Thanks(0)
Quote Reply
Posted: Jun/19/2020 at 4:56pm |
|
Welcome. Why’d you leave the RIA you were with?
|
|
|
|
|
mrliebs
Rookie
Joined: May/13/2017 Status: Offline Points: 4 |
Post Options
Thanks(0)
Quote Reply
Posted: Jun/22/2020 at 1:41pm |
|
Thanks Hacksaw. It was time. Firm was going in a direction I didn't agree with (New CEO) and I was ready to take my shot.
|
|
|
|
|
Post Reply
|
|
Tweet
|
| Forum Jump | Forum Permissions You cannot post new topics in this forum You cannot reply to topics in this forum You cannot delete your posts in this forum You cannot edit your posts in this forum You cannot create polls in this forum You cannot vote in polls in this forum |
Topic Options