Looking to buy from retiring advisor in Indianapolis.

Posting as :
works at
You are currently posting as works at

Where are you op? Lpl. Ray jay. Etc?

like

Go Horse!!!

Related Posts

Do we have tax calculator in tcs

like

Does American Express gives the Diwali gift ??
Amex

like

Is anyone planning on trading water futures?

funnylike

Anyone working towards early retirement? Whats your target $, age and location?

likehelpful

If you leave J2 and get another (new) J2, does the first J2 show up on new J2 background check? Assuming these are w2 roles. If so, how do you explain that? 🧐

like

Hi Fishes,
I have recently joined Deloitte and have to submit my HRA declaration, my work location is Hyderabad and even i staying in Hyderabad on rent but my owner refuse to give me her PAN card details.
I can submit my parents PAN details ( both are retired but they stay in Jharkhand) instead of my owners
Can you guys plz suggest ?

like

I NEED HELP WITH CREDIT SCORE issues: Two months ago my credit score went down by 30 to 40 points due to dad missing credit card payment by a day (i got added to as authorized user on his credit card for me to build credit but now I’m filled with regret). I was devastated by it. This past month I have been making more payments and paid off my aug statement in full thinking it will boost my credit score. But I don’t know why it went down another 10 points. More below:

Whats the second source of income for a IT employee ?

like

Considering buying Breitling Navitimer 41. Thoughts?

Post Photo
like

I am going to buy AntShares aka NEO bigly. It has a potential to go to 100$

like

From a financial standpoint in this market, which would be a better approach in Austin -

1. Buy a ~8-850k house that meets most of our ideal criteria (size, schools, interiors etc) to stay long term

2. Buy a ~5-550k house that’s not ideal with the plan of moving into an ideal home in 4-5 years when kid is ready for school.

How easy is it to get a mortgage for the second home?

Household income - 300k

Happy to add more details as needed

Thanks

Its so stressful when you are sitting on 50% cash in your portfolio waiting for the market downturn but then see the indexes jumping big gains week after week. I guess I know how Buffet must be...

likefunny

Hi, Ive been working for 5 yrs now , but haven't made any investment or bought asset as such, no savings except the ppf. Please guide

like

What’s the general guidance on the order to maximize retirement contributions for tax benefits for an normal individual and for a self employed/small business owner before moving to taxable accounts or alternate vehicles like cash value life policies?
I’ve seen for individual: match trad 401k->match roth 401k->max roth IRA->max trad IRA->max trad 401k->max roth 401k->max HSA
For self employed: max SEP IRA/solo 401k->max roth IRA->max trad IRA->max HSA

Of course situations differ but in general?

like

I contribute 10% of my paycheck to my employee share purchase plan. Is this smart to do given the tax repercussions behind it? Is it smarter to invest less in that and more in my Roth or 401k?

like

Are crypto IRA’s worth it or is it better to just open an account at Coinbase and invest that way?

like

Any advice in terms of investment to save the maximum tax?

like

What are you doing for a retirement plan as an independent consultant? Solo 401K, SEP IRA, etc.? Any recommendations on where to open an account?

like

Anyone took personal loan from HDFC !!
What are their interest rates and charges ?
Which bank is best for personal loan considering all charges/ interest rates and all ??

Hello NYC fishes. If you pay your fares via OMNY for SBS bus, and there is no ticket to show if fare cops ask you for it. Apple Pay history won’t show up immediately after transaction (Chase), then what do you do?

like

More Posts

Freelance at copywriter with 10+ years experience looking to go full time at my current agency to ride out the recession. What kind of salary range can I expect?

like

What is the salary range for Deloitte MCS Manager?

like

Let us make predictions- who will win?
We can check this thread in 2 weeks time

like

What is the variable component percentage in UST global

Which is best to join between PWC AC Bangalore with permanent wfh and NTT Data business solutions with hybrid work. Salary is almost same : NTT data - 24 LPA fixed and no variable. Where as PWC 21 LPA fixed with upto 20% variable. YOE is 7 years in SAP SD functional consultant.

Seeking direction in selecting the most cost effective and fastest route to become an MLS. I have a international STEM BSc (2014), 3 years of research lab experience, 1 year hospital lab experience and 2.5 years veterinary diagnostics experience. I live in Michigan and was told by two schools that my credits have to be less than five years old but I think they are trying to get me to pay more by staying in school for four years. Can anyone offer some guidance? Does my prior exp hold no value?

like

What are your thoughts of switching jobs in the beginning of this recession? Would you stay if you had seniority? Current company’s a start up that has 18 months of run way but budgets are tight for next year. Acquired tons of sites and has 3000 employees. Thinking of leaving for smaller pharmas.

like

Hi Guys, anyone joining IBM Kochi in July month? Where is your reporting location?

like

Anyone from Accenture CN here? Need urgent help

like

At Mindtree, I had only 1 technical round and submitted google form then I had ctc discussion with HR and she said that she is sending for approval.
How long it takes to get ctc approved and also will there be managerial round as well?

like

Im a RN and took on a new role working in Home Health. I chose this position because My husband & I recently moved to PA with our 2 kids (1&3), with no family available for his residency program with a hospital. If you know that life, I’m pretty much the main parent for our kids. I don’t want to work in the hospital/floor work anymore; nor do I believe the hrs are flexible enough. I need a job that’s flexible for the kids but pays >$44/hr. Maybe remote or hybrid? Please help w/ suggestions.

like

Should I transition to a tech sales job? Thoughts on risk vs reward? I am 34 yo, married with a baby incoming. I work at Google Cloud in solutions engineering (I help develop quantitative business cases with sales teams for customers). My cash base + bonus is $220k (going to ignore equity). I have an MBA from the University of Chicago, not that it matters much in sales. I have always been in a consulting role but I think I can make more in sales. I have a competitive personality and I am bored.

like
like

I am in a dilemma choosing between Wolters Kluwer and S&P Global(IHS). Any suggestions? Salary and role are the same.

likehelpful

We are hiring for Azure Data engineers. Dm me if interested in accenture.
Exp - 2.5 years or greater

like

Are we permitted work phones? New joiner today!

We are hiring for the position of Sr SEO executive who handles all the operation of the overseas client. If anyone interested drop a comment.

like

Any women doing GORUCK ?

like
like

Hi All!
Anyone from the insurance industry based in Jakarta, Indonesia? Would be happy to connect/network over coffee

like

Additional Posts in Succession Planning: Buy/Sell Practice

Selling structured book of autocalls

like

Looking to buy a book in Colorado if anyone knows of anyone

Looking to aquiring additional assets and clients. Anywhere in Ohio, Greenville SC, gulf areas of Florida or Jacksonville FL Preference. Dually registration with NFS/ Fidelity custodian. Redtail CRM. MoneyGuide Pro and Riskalyze planning software.

14 years experience with 9 years solo. Would prefer to aquire to transition.

like

Anyone looking to sell (Military Veteran-Heavy) book?
Ideal Individuals for me and extremely rewarding. #SemperFidelis

likehelpful

Www.joinsfm.com. We are a firm based in Central Florida. Also have branches in Ohio. If you are looking to join a good independent practice that has a guaranteed succession plan......check out our website. 34 years in business and rank in the top 5 largest financial planning firms in Central Florida. Check is out.

Looking to buy a practice in the St. Louis, MO area if an advisor is ready to consider retirement, could transition over 1-3 years as desired.

Anyone in SE Louisiana looking to sell a book of business?

like

Has anyone hired a consultant to find them a practice to purchase? I'm not asking about the big players like KMG or Succession link.... I'm asking if you've worked with an individual contracted consultant... If so, wondering how the experience went.

like

Chicago & suburbs: seeking advisor min $20m AUM to change firms and team with me at my RIA to service clients better as co-advisors and build practice. Great tech, transition, and admin support!

Looking for practices in Oklahoma and Arkansas to possibly purchase.

Does anyone know a basic rule of thumb to value and agency not just a book?

25 year indy Looking to buy a practice in the New Orleans, Slidell, Mandeville area. PM me to discuss. Thanks!

Wells - curious. Where are you and are you buyer/seller? I'm guessing buyer and all the stats I read are completely in our favor, yet I feel like books of business should be going for sale every day and I struggle to find any good sellers?

Looking to buy a book in Virginia. Let me know if any opportunities please.

like

Looking for adding a junior advisor with 20-50mm AUM to become eventual partner if the right person and merge into a larger $130mm firm in Atlanta, GA or in Southeast.
Call 678994-6448 ask for James

like

18 year vet looking to acquire businesses in Denver area. Looking to exit? Let’s talk

like

Looking to buy a book of business or partial book in Ohio. Will consider all sizes, even small. Please contact me at 513-317-2265 to discuss. I'm licensed in OH, IN, KY, and NY.

Looking to acquire Practices in the greater Providence, RI area. Message me for a discussion. Deals are 95% cap gains and not ordinary income.

like

Interested in selling my book of business and exit the industry for personal and family reasons. Approx 16 ml in AUM and $100k GR. Located in Memphis, TN.

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal