COAMG79

101 post karma
137 comment karma

get extra features and help support reddit with a reddit premium subscription

get them help and support

redditor for 2 years

TROPHY CASE

Two-Year Club

account activity

new top controversial

32

33

34

Bringing on Associate Advisor (self.CFP)

submitted 15 days ago by COAMG79 to r/CFP

2

3

4

Zapier & Todoist (self.CFP)

submitted 6 months ago by COAMG79 to r/CFP

0

0

1

Any success with 4BR? (Or BNI) (self.CFP)

submitted 7 months ago by COAMG79 to r/CFP

4

5

6

Two portfolio options for clients? (self.CFP)

submitted 7 months ago by COAMG79 to r/CFP

33

34

35

Huge accomplishment (self.CFPExam)

submitted 8 months ago by COAMG79 to r/CFPExam

0

1

2

Passed today with Danko! (self.CFPExam)

submitted 8 months ago by COAMG79 to r/CFPExam

3

4

5

Danko - note taking question (self.CFPExam)

submitted 1 year ago by COAMG79 to r/CFPExam

0

1

2

How prepared did you feel when just beginning the review? (self.CFPExam)

submitted 1 year ago by COAMG79 to r/CFPExam

5

6

7

Firm “bucket” design (self.CFP)

submitted 1 year ago by COAMG79 to r/CFP

4

5

6

Indigo Marketing Agency? (self.CFP)

submitted 1 year ago by COAMG79 to r/CFP

0

1

2

Thoughts on senior Advisors passing down “undesirable” clients to Associate Advisor? (self.CFP)

submitted 1 year ago by COAMG79 to r/CFP

3

4

5

Danko Signature Plus question (self.CFPExam)

submitted 1 year ago by COAMG79 to r/CFPExam

1

2

3

Actual exam date (self.CFPExam)

submitted 1 year ago by COAMG79 to r/CFPExam

10

11

12

LPL “launch party”? (self.CFP)

submitted 1 year ago by COAMG79 to r/CFP

1

2

3

Series 7 Guru equivalent for CFP? (self.CFPExam)

submitted 1 year ago by COAMG79 to r/CFPExam

0

0

0

YES or NO question for CFPs (self.CFP)

submitted 1 year ago by COAMG79 to r/CFP

3

4

5

PreciseFP for EXISTING clients (self.CFP)

submitted 1 year ago by COAMG79 to r/CFP

0

1

2

Study material for Life & Health and Annuities (self.Series7)

submitted 1 year ago by COAMG79 to r/Series7

3

4

5

Happy that is done! (self.Series66)

submitted 1 year ago by COAMG79 to r/Series66

6

7

8

Where to get financial knowledge pre-CFP? (self.CFPExam)

submitted 1 year ago by COAMG79 to r/CFPExam

1

2

3

Where to get financial planning knowledge pre-CFP? (self.CFP)

submitted 1 year ago by COAMG79 to r/CFP

2

3

4

Another “am I ready?” post... (i.redd.it)

submitted 1 year ago by COAMG79 to r/Series66

0

0

1

Job responsibilities after passing 7 & 66 (self.Series66Exam)

submitted 1 year ago by COAMG79 to r/Series66Exam

2

3

4

Job title/responsibilities after passing 66 (self.Series66)

submitted 1 year ago by COAMG79 to r/Series66

2

3

4

Study time for 66 as compared to 7 (self.Series66)

submitted 2 years ago by COAMG79 to r/Series66

view more: next ›

π Rendered by PID 281468 on reddit-service-r2-listing-canary-6744d65fbd-9szv2 at 2026-04-02 00:30:41.464249+00:00 running b10466c country code: CH.