Financial Advisors

Anyone out there in the Las Olas area looking to jump the w2 wirehouse ship and go independent? I Clear through Pershing, turnkey, everything providedzero cost to you, beautiful offices, 65-70% payout

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Most embarrassing client dinner / bar story?

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AOR with contract expiring on 12/31 confirmed they’re “going in-house” *tis the season! Onnnn that note: anyone hiring PM/Producers in LA?

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When will we have a bigger quota for outlook?

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How does the portfolio factor when it comes to compensation after the OpShift? Is there a remarkable difference between the portfolio?

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(This might be a stupid question but that’s why it’s here) is your resource manager your HR contact? How involved are they in promotion/pay decisions?

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I have 2 student loans both with an interest rate of 5.2% thru sofi. One is $12k on a 5 year repayment plan. Other is $52k on a 10 year repayment plan. Thinking between the 2 options, which is better

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When you leave Deloitte, do they pay 100% of accrued PTO or is it capped at like 15 days (the rollover cap)

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