New to the industry

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   Hi everyone! I just recently joined a hybrid RIA partnered with LPL Financial in a role supporting both the portfolio management team as well as the advisor onboarding team while also starting to build my personal book of business on the side. I plan to transition more into an advisor role in the next year or two as we have a senior advisor in our office who plans on retiring and selling his book to myself and another senior advisor in our office. Hopefully this forum will prove helpful along the way in educating myself and gaining insight from others. Thanks!

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cj7jeep187 Members Profile Send Private Message Find Members Posts Add to Buddy List Rookie Joined: Jun/14/2016 Location: PA Status: Offline Points: 5	Post Options Post Reply Quote cj7jeep187 Report Post Thanks(0) Quote Reply Topic: New to the industry Posted: Jun/14/2016 at 9:13am
	Hi everyone! I just recently joined a hybrid RIA partnered with LPL Financial in a role supporting both the portfolio management team as well as the advisor onboarding team while also starting to build my personal book of business on the side. I plan to transition more into an advisor role in the next year or two as we have a senior advisor in our office who plans on retiring and selling his book to myself and another senior advisor in our office. Hopefully this forum will prove helpful along the way in educating myself and gaining insight from others. Thanks!

MichaelBurton Members Profile Send Private Message Find Members Posts Add to Buddy List Senior Member Joined: Jun/02/2014 Location: Austin, Texas Status: Offline Points: 1089	Post Options Post Reply Quote MichaelBurton Report Post Thanks(0) Quote Reply Posted: Jun/17/2016 at 1:51pm
	That's about as good of a set-up as possible, with the possible exception that the retiring advisor was/is your dad.