Law grad here: thinking of taking the bar and becoming a solo, how fucking stupi
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Date: July 19th, 2018 5:02 PM Author: razzle-dazzle mauve faggotry
d is this?
i graduated 3-4 years ago, been working in finance and have a CFA. jaded with working sps corporate jobs and thinking about taking the bar in february and hanging an estates/tax planning shingle. am i an idiot
(http://www.autoadmit.com/thread.php?thread_id=4030400&forum_id=2#36460924) |
Date: July 19th, 2018 5:11 PM Author: Shaky appetizing crackhouse stock car
Did you fail the bar the first time?
If so, dumb move because you will probably fail again.
(http://www.autoadmit.com/thread.php?thread_id=4030400&forum_id=2#36460995) |
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Date: July 19th, 2018 5:53 PM Author: balding voyeur
Take the bar, if anything just for kicks. I'm over 10+ years out and have never needed the license but I'm taking a shot at it next week. I like taking tests and professionally have 1/2 dozen + certs relevant to by field, so I get a perverse enjoyment from clicking through MC questions, figuring out the generic structure to write an MPT, and hopefully absorbing enough of the outlines to get 1/2 credit on the essays. Plus, these days if you take it in an MBE state and score above 270 you can cross-admit to a bunch of states (I think you need~280/290 for like AK and DE through) so you get a decent amount of mobility with it.
As for the area you're looking at, I'd say it depends on the market. If there are a decent number of people with HNW you might have a shot. Especially a place like the Bay Area, where "middle class" make $300-$600k so they have a decent amount of money, but they're not sophisticated enough to have proper wealth managers that might steer them to incumbent estate planners.
Since you have the CFA you don't even need to have a Series 63, etc. I know you're not talking about forming a RIA, but I'm saying you certainly could without any additional qualifications.
(http://www.autoadmit.com/thread.php?thread_id=4030400&forum_id=2#36461323) |
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Date: July 20th, 2018 12:50 PM Author: razzle-dazzle mauve faggotry
no interest mainly
but would be interested in leveraging finance background if possible
(http://www.autoadmit.com/thread.php?thread_id=4030400&forum_id=2#36465664)
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