Fred @ TradePMR

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Dec 2, 2009 5:22 pm

I know it's been said before but I want to say it again - - Fred is one of the good guys.  I'm starting my due dilly on going indy/ria and Fred just spent an hour on the phone with me explaining pros and cons and what it's all about.

Anybody who is considering making the leap should do themselves a favor and talk to Fred.

BF

Dec 2, 2009 5:55 pm

thats why I am there. =)

Dec 3, 2009 11:23 pm

Fred is the real deal

Dec 4, 2009 7:20 am

Thank you all for your wonderful comments.  I am grateful for your kind words.  It has and will always be my pleasure to help all Advisors.  I'm completely convinced that being an Advisor is by far one of the most contributing careers helping make our society better.  Thank you for your service in helping all American's achieve prosperity.

Jan 21, 2010 10:36 am

Yep - I'm celebrating my 1 year anniversary since my separation from my B/D.....Fred was with me pretty much from day 1 - I'm actually a little behind, I'll be inputting and submitting my second quarter of fees since going Independent tomorrow, and the cash should be in my account on Monday - It sure is nice seeing 100% of my fees being deposited into MY ACCOUNT.....not someone else's.  Thanks FRED!!!!

p.s. - Fred spent countless hours/phone calls getting me "over the hump" - that Fear of going it alone - If you've got a question....he's got an answer!!!!

Jan 21, 2010 10:39 am

Wow!  Thanks everyone for the posts.  I guess when your passionate about something -- you want to help others feel the same way. 

Jan 21, 2010 11:23 am

You guys are making me wish I had talked to Fred before I made the leap.  Blast!

Jan 22, 2010 6:53 am

I will second everyone's comments about Fred. When I was exploring the creation of my own RIA before I ended up at a different RIA, Fred was awesome to deal with and super easy to get in contact with.

 
While I didn't start my own shop, I may in the future and Fred is my go to guy.
 
If you are thinking about going indy and doing your own thing...call Fred.
Jan 23, 2010 2:57 pm
FVDA_Trade-PMR:

Wow!  Thanks everyone for the posts.  I guess when your passionate about something -- you want to help others feel the same way. 


Fred replied to my e-mail on a Saturday of a three day weekend.  Given that I am in the process of start-up and don't have a penny at TradePMR (yet), thats what I call going the extra yard!!