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IndyAdvisor007 
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Joined: Mar/13/2023 Status: Offline Points: 45 |
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 Topic: IntroductionPosted: Mar/13/2023 at 10:20pm |
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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.
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DucatiSportGT
Platinum Member 
Trump Ball-Licker Joined: Jul/16/2013 Status: Online Points: 35718 |
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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? Edited by DucatiSportGT - Mar/13/2023 at 10:30pm |
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Bring back Helado!
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IndyAdvisor007
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Joined: Mar/13/2023 Status: Offline Points: 45 |
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Posted: Mar/13/2023 at 10:49pm |
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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.
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DucatiSportGT
Platinum Member
Trump Ball-Licker Joined: Jul/16/2013 Status: Online Points: 35718 |
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Posted: Mar/13/2023 at 10:54pm |
Agreed. Skyfall is really good too.
Edited by DucatiSportGT - Mar/13/2023 at 11:54pm |
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Bring back Helado!
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Guests
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Posted: Mar/14/2023 at 12:10am |
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Welcome Indy Advisor!
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advisorman
Senior Member 
Joined: Oct/22/2011 Location: Behind you Status: Offline Points: 4305 |
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Posted: Mar/14/2023 at 5:57am |
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Do you believe in UFO’s and Bigfoot?
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King of sarcasm and speling
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Hacksaw
Platinum Member
Joined: Mar/27/2010 Status: Offline Points: 35113 |
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Posted: Mar/14/2023 at 7:45am |
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Former Jonesv
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I response to my post:
Helado Posted: 13/Jan/2023 at 11:11pm "I stand corrected." |
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IndyAdvisor007
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Joined: Mar/13/2023 Status: Offline Points: 45 |
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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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IndyAdvisor007
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Posted: Mar/14/2023 at 10:16am |
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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
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DucatiSportGT
Platinum Member
Trump Ball-Licker Joined: Jul/16/2013 Status: Online Points: 35718 |
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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? Edited by DucatiSportGT - Mar/14/2023 at 10:39am |
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Bring back Helado!
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IndyAdvisor007
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Joined: Mar/13/2023 Status: Offline Points: 45 |
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Posted: Mar/14/2023 at 11:18am |
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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.
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luvindy
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Joined: May/17/2010 Status: Offline Points: 28221 |
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Posted: Mar/14/2023 at 11:55am |
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I like this chick.
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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, |
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DucatiSportGT
Platinum Member
Trump Ball-Licker Joined: Jul/16/2013 Status: Online Points: 35718 |
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Posted: Mar/14/2023 at 12:02pm |
I had to bring up crypto to test for circles.
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Bring back Helado!
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CFLRS
Senior Member
Joined: Nov/07/2020 Status: Offline Points: 1630 |
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Posted: Mar/14/2023 at 1:24pm |
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Welcome. Have you ever thought of dropping the brokerage? What's the bulk of your brokerage based production?
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IndyAdvisor007
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Posted: Mar/14/2023 at 7:37pm |
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Lmao
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IndyAdvisor007
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Posted: Mar/14/2023 at 7:40pm |
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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.
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IndyAdvisor007
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Posted: Mar/14/2023 at 7:44pm |
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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.
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Iamlegend
Platinum Member
Joined: Mar/09/2010 Status: Online Points: 23769 |
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Posted: Mar/14/2023 at 8:52pm |
Repeated for emphasis?
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CFLRS
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Joined: Nov/07/2020 Status: Offline Points: 1630 |
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Posted: Mar/14/2023 at 8:57pm |
Padding member stats?
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IndyAdvisor007
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Joined: Mar/13/2023 Status: Offline Points: 45 |
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Posted: Mar/14/2023 at 9:07pm |
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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.
Edited by IndyAdvisor007 - Mar/14/2023 at 9:08pm |
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IndyAdvisor007 wrote: