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Dec 26, 2024
12:23
:17
pm
BYU71
Old Fellow
I have a question for tax professonals
and lawyers. If I were to give specific investment advice on here I could get fined or lose my license.
Do you have the same type of rules.
Do you have to use a separate business cell phone if talking to clients?
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BYU71
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BYU71
Joined
Apr 23, 2001
Last login
Dec 26, 2024
Total posts
69,349 (1,563 FO)
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Messages
Author
Time
I have a question for tax professonals
BYU71
Dec 26, 12:23pm
What kind of license might you lose?
DirtyWater
Dec 26, 12:23pm
One that Investment Advisors have. I
BYU71
Dec 26, 12:32pm
RE: One that Investment Advisors have.
DirtyWater
Dec 26, 12:32pm
So what do you have, Series 65? CFP(r)? CFA?
RdF3
Dec 26, 1:02pm
All plus Life Insurance, CPA, Real Estate Brokers. Technically I no longer hold
BYU71
Dec 26, 1:12pm
You've come to the right place
SJS
Dec 26, 12:25pm
I will sometimes give some basic tax advice here, technically some might need to
Taxrulz
Dec 26, 12:32pm
IMHO we are regulated by beaurocrats
BYU71
Dec 26, 12:42pm
That rule is ridiculous.
crack
Dec 26, 1:09pm
I am guessing it is meant to catch the
BYU71
Dec 26, 1:16pm
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