Greenhorn Introductions

Print Page | Close Window

New Member

Printed From: Advisorheads
Category: Introductions
Forum Name: Greenhorn Introductions
Forum Description: MAKE YOUR FIRST POST HERE!
URL: http://www.advisorheads.com/forum_posts.asp?TID=17329
Printed Date: Mar/27/2026 at 12:00am
Software Version: Web Wiz Forums 12.03 - http://www.webwizforums.com

Topic: New Member

Posted By: mrliebs
Subject: New Member
Date Posted: 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!

Replies:

Posted By: Guests
Date Posted: Jun/19/2020 at 3:30pm

In first!

Posted By: Hacksaw
Date Posted: Jun/19/2020 at 4:56pm

Welcome. Why’d you leave the RIA you were with?

Posted By: mrliebs
Date 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.