How I became an RIA by winning a golfer's trust in my caddie days and why I broke from his OSJ to avoid conflicts of interest
Tony Velasquez, who met his mentor and first boss on the links, has advice for captive brokers -- don't let the B-Ds scare you into staying!
Author Guest Columnist Tony Velasquez September 30, 2016 at 8:53 PM
![FAA](/_next/image?url=https%3A%2F%2Fwww.gravatar.com%2Favatar.php%3Fgravatar_id%3D431c4dc1617a8cfd4ef55af4d448d2a8%26default%3Dhttps%253A%252F%252Fucarecdn.com%252F0b5addcb-6e7e-48f1-9e88-2279491e69b9%252Fiphonelogo.png%26size%3D50&w=1200&q=75)
FAA
September 30, 2016 — 10:45 PM
Why would anyone care about this 'story'?
![Thomas](/_next/image?url=https%3A%2F%2Fwww.gravatar.com%2Favatar.php%3Fgravatar_id%3Df660e9c99283928041de47ff06daa4e1%26default%3Dhttps%253A%252F%252Fucarecdn.com%252F0b5addcb-6e7e-48f1-9e88-2279491e69b9%252Fiphonelogo.png%26size%3D50&w=1200&q=75)
Thomas
October 1, 2016 — 2:05 AM
While simply a personal account through time, touching on the achievements rather than the granular details -- I did enjoy this piece and think it's mostly helpful for the young and aspiring.
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