Looking to partner with an RIA (single person) in the Bay Area. Started my practice 3 years ago, but growing fast. Ping me if interested. Young and hungry seems like good fit. Would like to have physical office in south-south bay...so Campbell or San Jose downtown.

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

Are you willing to partner with a private investment manager (Investment Advisor registered at state level) if the investment strategy means the risk-profile of your clients?

I work for a Family office that manages 60 companies (E.g Real Estate, Restaurants, Retail, etc.). We also manage our own accounting firm to help our clients save on their taxes.

I'm building out an investment firm under their brand with a long-term oriented mindset and process that allows us to grow their wealth b/c we focus on companies that have solid business models that reinvest their profits at higher rates of return.

Related Posts

like

We should do CLT Consultants happy hour! Comment if interested and we can plan it out after the holidays.

likefunny

Hello - can anyone refer me to Deloitte’s GPS Cyber Practice in San Francisco?

like

Going to India from DCA (flights were cheaper) but I live in Houston. Flight from DCA is at 10 pm. Should I book my flight from Houston to DC the same day or one day earlier? Given the flight cancela.

like

Moving to the area for work and was wondering if I live off of the San Bernardino metrolink line, when I bring the train in to Union Station and then transfer to the LA metro system, will I end up ...

Bimmers in ATL ! Where do you get your cars serviced?

like

Hey fishes, curious which San Diego companies you think give the best work-life balance. Can be public, private, start-up, etc. BONUS: If you work for one, do you like it there?

Hi all, I have been in social services for about 2.5 years now. Initially as a Case Manager and now a Care Coordinator. I currently make $25/hour while living in San Diego, CA. Does this pay seem fair to where I live/the job description?

like

Let’s get this bowl active and going. What are ATL fishes doing for fun this weekend?

What are some of the pay ranges to expect in CLT as a business project manager?

like

Is anyone familiar with the office culture at McKinsey in CLT? Interested in learning more

like

Wednesday fly day! The sun rising at ORD with the Chicago skyline in the distance, trying to warm the -22 degree air.

Post Photo
like

Anyone have a wedding planner they really enjoyed in the DFW area?

like

Anyone work at Instrument’s PDX office? Just applied for the Senior Strategist position. Have both UX and Brand experience. What’s it like to work there? Looking to move back to the PNW!

Anyone in DFW want to do something this weekend? Just moved here and I have no friends here 😢

likeuplifting

Any of Dfw female fishes interested in spending time over drinks/ dinner chat abot life, fun friendly conversation, may we watch a movie together. ? Brown Male 36 .

like

What should a commercial claims account manager be making as a salary ? Handles asbestos claims only. Works for a TPA handling claims for 4 carriers. Law degree with many years trial experience as in house ID but for personal lines. This is first job handling commercial claims

like

Hi!! Transitioning to a remote work situation and have decided to leave my Texas roots for the west coat rays! Trying to move around September of this year but would love to chat with anyone also in San Diego! I won’t know many people so even if you wanted to work remote together a day of the year that works too! I have a chocolate lab and love a good HH! maybe will start a group chat?

like

More Posts

SO is getting back soon ish from an shitty emergency trip. I want to surprise him with homemade hash browns, anyone have tips for me?

like

Rajma is bae 😍

Post Photo
likefunny

Hi Fishes,

What's the salary range for java spring boot microservices , Kafka developer for 5.8 YOE,
Current CTC:16.

like

Hey Guys, Any hackathon ideas for a fintech organisation?

like

Hello fishes,
I am am into web developer with 5 years of experience. I want to do a transition to UI UX developer. I am looking for good ui ux certification course with reasonable price which will be helpful for getting placed in a product based company.
Secondly, Let me know what is the average payscale for ui ux developer?
Also, anybody can advice me if I am taking the right discision to move to this field. Thanks in advance. Looking forward a valuable response.
Thanks.

like

Any suggestions on SPG/Marriott hotels in Barcelona for personal travel?

like

Does Lebanese diaspora really command more power in the MBB and T2 in the region? How can others navigate a career here?

like

Just found out I will be taking two depositions in the near future. These are not key witnesses but I am still nervous. I’ve only been licensed since October of last year and still feel like I have no clue what I’m doing half the time. Any deposition tips?

like

31, $155 base, expenses 2300mo, 30k investment, only debt is 500k house. Is it too late? How far behind am I? If I throw all of my cash moving forward at investments and mortgage can I recover?

like

Anyone know how to import Storybook elements into Figma? 🤯

like

Just learned that we (family account) have still been paying for Netflix's DVD service, in addition to the streaming service. Last DVD rental? 2015.

🤦‍♂️

funnylike

What’s the difference between product marketing and product management at Facebook? Or any company? And product strategy …. So confused!

like

Company pays for certifications. CISA, CIA, CDFM, PMP. Currently have CPA and CGFM. Which has the most value? Not sure what career route but they pay completion bonus. CISA has a higher bonus rate, 2k

like

Any advice on transitioning from medical sales to tech sales. I’ve been a top performing rep (ranked first and second) two out of the last three years at my current company and was top 5% at my previous company. I had my resume optimized and am getting rejected left and right even by healthcare tech and I’m not sure why. Any info or leads would be greatly appreciated!

like

Anyone familiar with the startup Hey Jane? I have an interview with them but I’m nervous of job security

In the beginning of my career I absconded 1 company who had 3 years bond and I worked there for 5 months. My pf account is created for that company and it has been closed with reason cessation (short service). After that I worked in 1 company for 6 years and since January I'm working in TCS. Should I mention my first company experience. So far I'm not mentioning it anywhere.
Please help me out with this
Requesting you to like the post even if ur not able to help so that it reaches to more poeple

like

My motivation legit evaporates when I’m on the bench... help

like

Is anyone familiar with the El Gouna part of Egypt (near Hurghada)? If so, recommendations and thoughts?

like

I’m making 55k in Chicago. Am I underpaid?

helpfulfunny

Additional Posts in Financial Advisors

Anyone with US Trust as a PCA? Looking for additional details in terms of the culture, day to day type of things and how you’re doing there vs. what the recruiter stated was the average?

like

Who is proud of their office? Share a photo of your office; this is your chance to be loud and proud while providing ideas for others!

like

Can some of you experienced folk recommend some good books for rookies? What are your favorites for investment strategies, marketing, selling, etc.?

like

For you introverts who aren't fond of socializing or "hanging out". Do you just dislike socializing at work or just dislike it in general? In my case it's the latter. How about you guys?

like

Anyone knows about the base for chase PCA?

like

Not including the canned stuff from wirehouses, does anyone send out a newsletter regularly to their clients?

like

Where do you all get your CE credits? I know that there are some lunches that I get invited to from wholesalers, but I don't have time to go to 27 fucking lunches.

like

Moving your book with a crappy written non solicitation clause at the old bd once I get the cease and desist what can and can't I do I know it's coming it always does but what is the next step?

like

What is the most expensive thing you have ever bought? How much did it cost you?

like

During the warm weather months I try to set up impromptu events (Storefronts, etc.) where I can be in front of people at little/no cost. How do you guys proceed to take advantage of the summertime?

like

Anyone in SoCal?

like

I'm looking to improve my communication skills to navigate a very political environment better (i.e. I need to be more diplomatic). Any books recommendarions are appreciated 💁🏼‍♀️

like

I graduated college 2 years ago and started working on RIA in FL as a Research Analyst. During this period I got my series 65 and brought to the company two clients (total assets of $3M). This being said, I am not very happy with my compensation. I know I am just starting my career, and that I need patience. I will like to get other people insight on how can I grow and earn more $$
Should I get a Masters in Finance?
Should I start looking for a job in a BD instead if RIA?

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

Has anyone done/heard of the Morgan Stanley 3 year program? If so, what was it like?

like

I need some good career-development or finance-related books, anyone got any recs?

like

Can someone give more information on JPM Private Banker Role Associate Level. I am being offered a 150k base. What is the catch in this role? Can someone give any insights ?

like

To what degree is the US economy isolated from the world's madness? There has to be a breaking point right?

like

I just finished the book I was reading. What should I read next?

like

What is your favorite stock screener and proposal tool? Advisor workstation is what I currently use

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