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Aug 11, 2011 12:56 am


I have 30 year experience in the financial services industry.  Not advisory, not sales...institutional trading w management experience.  I want to now what is a fair deal for a  new producer at an RIA.  I have a minimum book at present, less than $5mm.  My strengths are I recently passed the CFP exam, still need about 6 mo advisory experience.  I have life experience, put 4 through college, planned and executed a retirement.  I came back because want to help others do what I did right, I love the markets, I believe that a good financial planner can be a huge asset to coordinate a clients financial success.

Oct 5, 2011 7:06 am

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